Potential Vendors and Potential Landlords report

Chris Horroll
Chris Horroll
  • Updated

The Potential Vendors and Potential Landlords report allows you to create a list of contacts marked as potential vendors or landlords. 

To create your Potential Vendors and Potential Landlords report:

  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Classic reports
  3. Click Marketing in the side menu under Reporting Groups
  4. Click Potential Vendors and Potential Landlords under Marketing Reports
  5. You can select from several Report Options under Your Report to filter by:
    1. Order
    2. Direction
    3. Filter
  6. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
  7. Click Create Report to generate a one off report
    1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
  8. The report will automatically open in a new browser tab once created
    1. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it

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The Potential Vendors and Potential Landlords report shows the contacts:

  • Name
  • Phone
  • Email
  • Address
  • Type
  • Position
  • Disposal

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