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HOW TO MAKE CLIENT INQUIRY

  1. Click on CRM AND MARKETING AND THE CLICK ON CLIENT INQUIRY

  1. In the first drop-down box, select the group from which you want to make the inquiries on

 

  1. In the second drop down box, select the report type you want to generate

  1. Click on the group to show the report in the window in the right column

  1. Sample report generated.

 

Updated on February 15, 2022

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