CO001 - Basic Information

This report will give you a list of how many clients are at your business and a summary of information.

Additionally, you will have information such as: Created By, Client, Mobile, Email, and Marketing Source.

With this report you will have information about your clients that posses or not posses all of the mentioned above.

Preview:

• Created By - Which employee created the contact.

• Client - The name of the client.

• Mobile - The mobile phone number of the client.

• Email - The email of the client.

• Marketing Source - The marketing source from which the client has come/been directed to you.