Client Contact Report

Overview

Updated 11/22/2022

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type CLIENT CONTACT
3. Click on the Client Contact Report

Logic

Detail contact information for clients including email and address. Searchable by company, location, industry and category.

• Click here to go to the Sales Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Explanation
	Company	All available Companys	Use this filter to refine Company
	Industries	All available Industries	Use this filter to refine Industries of the Company
	Status	All available Company Statuses	Use this filter to refine Status of the Company
	Representatives	All available Users lists	Use this filter to refine Representative of the Company
	Category	All available Company Category List from Companies>>Tags	Use this filter to refine Company Category from Companies>>Tags
	Details	All available company category List from Companies>>Tags	Use this filter to refine Company Category Details from Companies>>Tags
	City	Freetext to enter the city	Use this filter to refine City of the Company Office
	State	All available States	Use this filter to refine State of the Company Office

Field Details

• Click here to go to the Sales Category (list of Standard Reports)

Field Name	Description	Notes
Contact Name	Company's Hiring Manager Name
Company	Company's Name
Industry	Company's Industry Name from Industry Information
Title	Company's Hiring Manager Title
Primary E-mail	Company's Hiring Manager Email1
Secondary E-mail	Company's Hiring Manager Email2
Work Phone	Company's Hiring Manager Work Phone
Mobile Phone	Company's Hiring Manager Mobile Phone
Office	Company's Office Name
Address 1	Company Office's Address 1
Address 2	Company Office's Address 2
City	Company Office's City
State	Company Office's State
Province	Company Office's Province
Zip/Postal Code	Company Office's ZipCode