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Smith Douglas Systems

Sales contacts data extract

Module: Web reports
URL path: /web-reports/sales-contacts-data-extract.aspx

Screenshot

Section titled “Screenshot”

Sales contacts data extract

What this screen is for

Section titled “What this screen is for”

Export contact data for analysis.

How to get here

Section titled “How to get here”
  1. Sign in to SMART 2.0 (see Sign in & navigation).
  2. Open Web reports from the left menu (or hub linked from your role).
  3. Navigate to Sales contacts data extract — the app path is /web-reports/sales-contacts-data-extract.aspx.

Typical workflow

Section titled “Typical workflow”
  1. Open the screen from the module menu or hub.
  2. Set filters or search criteria if the page has a grid.
  3. Open a row to view or edit detail, or use toolbar actions (Save, Export, Import) as shown on the page.
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