The New Contacts Report shows all new contacts registered within a specified date range, including those added for both existing and new clients.
How to Use the Report:
- Select Date Range
Choose the desired date or date range to review new contacts. - Generate the Report
- Click Preview to view the report.
- Click PDF to generate a printable version.
- Click Reset to clear your selections and start again.
Report Details:
The report will display the following key information for each new contact:
- Contact Name
- Client (Company) Name
- Telephone Number
- Contact Email Address
- Location
- Account Manager
- View Enquiry Level: Indicates the level of visibility the contact has for the client portal.
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