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How do I read the Marketing Reports?

The following are descriptions of what each report in the Marketing section on the Reports tab. Accounts by Lead Source [Summary] Field Description Lead Source Name of Lead Source Accounts Read more

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How do I print labels?

NOTE: This article is for ServiceMonster 5 Once the PDF of labels has been generated from your campaign, follow these steps to print your labels. If you Read more

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How do I export my customer list?

Go to the Marketing Tab. Click on the Export Active Customers button. It will generate a file icon. Click the icon, and the file will download as Read more