CRM Phase 1 - Flipbook - Page 72
STEP
PROCESS
STEP 5
Customers by a Record Sources of Business
The report will look for all My customers analysing a specific source of business, it is
possible to leave the created date blank for a broader search or enter to define the
search:
STEP 6
Customers by a Contact Date Range
The report will look for all My customers having a contact within the specified date
range. it is possible to leave the contact date blank for a broader search or enter to
define the search:
My Customers Selection Criteria Reports
02.013.04.L1 Revision 8.35 18/05/07
Page 72 of 115
