CRM Reports - Company Industry Report

Modified on Wed, 14 Aug at 4:37 PM

The Company Industry Report shows you company profiles and the industry that they are associated with. 

This report is useful to capture industry information of the clients that stay with you along with their contact details.

 

For this report to display the correct data you will need to ensure that you have set up the industry type via their corporate profile. 

 

You can search companies by using the search bar at the top of the screen, or filter by a specific industry. Clicking on the cross will reset your search.

 

You can use the headers to sort the order by clicking on them. 

 

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This report can be downloaded in PDF or CSV format.

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