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HOW TO VIEW SUBSCRIPTION INFORMATION OF CUSTOMERS

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

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

 

  1. Click on the second drop down menu (Select report type) and choose Subscription Information.

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

  1. You can also click on the All Subscription drop down menu to select the specific report required. Such as active suspended or cancelled subscriptions.

 

Updated on August 22, 2022

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