Contacts and Leads export, together with all contact persons
Release date:
From now on, in the Contacts report and the Leads report, you can export customers with all their contact persons:
- ChooseContact and/or Lead report, select a template or create a new one. You will find how to do itin this manual.To the billet columns:
- Turn it onContact personsvisibility:
- Then in the report you will see a column with all the contact persons at the client:
- Use to export report datathis instruction.