Common Data > Customer > Analysis Reports
Retrieve Customer Analysis Report as per below 1. From your Main Dashboard, go to Common Data and click on Customer 2. Tap on A. Summary Report B. Contacts Summary C. Batch Assign Report
Tap on Analysis report will be based on Customer Category Area Customer Source Industries Extra Field (Dynamic set by User). Eg Generated By, Product Interested    &nb...
Tap on
Tap on This report will summarize Contacts whis has no Mobile Numer or Email It can also be categorize by Staff or by Industries  1) By Staff 2) By Industry
Tap on Get the analysis how many Customer has been ontroduced or reffer by existing customer in your CRM
Most popular articles
Newest articles