Customer List

  • Generates an exportable list of customers across events with optional filters.

     

  • Field Name Available Values Default

    Sales Managers

    List of all sales managers defined in your system.

    None

    Customer Type(s)

    All customer types in your system.

     All
    Event Starting Start Date

    Any date.

    Beginning of time.
    Event Ending Start Date

    Any date.

    Today
  • Customer List Spreadsheet