Client Merge Export Report

The Client Merge Export report generates an exportable list of Clients.

Criteria

Salesperson	Select the Salesperson who owns the Client contact.
Priority	Select the Client priority from available options.
Marketing opt in only	Check the box to include only Clients with the marketing opt in.
Clients	Select the clients you want to include into the report.

To select all Clients, click Select All.
To clear selection, click Deselect All.
To invert the selection of Clients, click Invert.

3. When complete, click Apply. The system generates the report, as follows:

The report shows the following information:

Report Information

Client	Name of the Client.
Salesperson	Name of the Salesperson who the Client relates to.
Followup	Date of the next followup.
Date Created	Date when the Contact was created.
Contact Person	Contact person of the Client.
Phone	Contact phone of the Client.

You can further export the list of Clients in the necessary format.

Updated on November 5, 2021