New Customer List

New Customer List 
 New Customer List report provides information on New Customers that have been brought in to the company. To open the list, click on the reports drop down on the side menu and click on New Customer List. You can expand the side menu by clicking on the three lines on the top left of the screen. The report can be filtered by the following 
 
 Date Range - Shows New Customers added within the sdselected date range 
 Brands - The brand the New Customers falls under 
 Salesmen - Name of the Salesman that brought in the New Customer 
 Service Types - The Services the customer wants provided 
 
 
 Once the filters are selected, a table will be generated that shows each New Customer as a line item with the followig columns 
 
 Account Number - The Account number assigned to the new customer 
 Customer Name - The New Customers name 
 Address - The New Customers Address where services are being provided 
 City - City of The New Customer 
 Terms Signed - The date the terms were signed with the company and salesman 
 Brand - The brand the New Customer falls under 
 Labels - Labels that are assigned to the New Customers location 
 Service Added - Displays all Services the New Customer requested 
 Start Date - The start date of the service the New Customer requested 
 
 The table can then be exported for easier printing or sharing by clicking on the Export CSV button on the top right corner of the table