leads/events adding contacts
Answered
Hello,
is there a way to add customer phone numbers on the lead/events screen? I am trying to get a report for 1 month , so that I can collect all the lead's phone numbers for a specific month last year and send a mass text message . When I pull up a report , it doesnt have their phone number on the the tabs listed below
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The same question 
You can go to settings>reports and build a report that has all the lead info you want. Then you can recall that report using the report textbox on the top right OR you can set it as a default report in general preferences. IF you have workers you can set it per worker instead of over all accounts.
You can go to settings>reports and build a report that has all the lead info you want. Then you can recall that report using the report textbox on the top right OR you can set it as a default report in general preferences. IF you have workers you can set it per worker instead of over all accounts.
Good morning, exactly has Chad has stated this is how this is done.
Good morning, exactly has Chad has stated this is how this is done.
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