Contact Listing Report
Learning Objectives
Displays a list of contacts from a particular area or source depending on the report filters you choose.
Report Uses
The sales team can use the report …
To create lists for prospecting
To create email blasts, such as special offers, or special events in the area
To look for contacts to visit on a sales trip
Send invitations to customer events
How to Run the Report
Information Displayed on the Report
The following information appears on your report:
The standard report shows you the Total Records = total number of contacts according to the report filters. As you know, you can edit those filters to customize your report.
The basic fields are: Account Name, First Name, Last Name, Title, Phone, Email, Contact Owner, Account Owner, Billing City, and Billing Country.
You can click on the email to send an email to a specific contact from here by clicking on the email link, without having to open the contact first.
And as always, you can click into the records by clicking on the blue links.
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