HOW TO GENERATE A REPORT ON THE PROFILE SUMMARY OF CUSTOMERS.

1. In the SmartSale window, click on CRM & MARKETING and then click on CLIENT INQUIRY.

2. Click on the first drop-down menu in the left column, select ALL CUSTOMERS.

3. Click on the second drop down menu (Select report type) and choose Profile summary.

4. Click on All Customers below the select report type drop down menu to generate the report.

5. A list of your customers is generated with their names, emails, phone numbers, etc