CRM Reports allows Admin users to be able to generate csv reports on all CRM Modules. This can be accessed through the Web Portal > CRM > Reports > select the module that you would like to generate a report on, apply any filters as you need > CSV report. This report can then be used in other applications as needed.
Overview CRM Reports Print
Modified on: Thu, 6 Apr, 2023 at 2:01 PM
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