Offer Report
How to obtain a report on offers for all customers
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How to obtain a report on offers for all customers
Last updated
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In order to review offers for a particular route for all customers, you can use the Offer Report action.
For Partners: Go to Customers | Associates and select the Associate you wish to analyze, then click Offer Report.
For Associates: you will find an Offers Report button on your dashboard.
In the form, add a column for each route you wish to assess.
Set the column caption in the "Name" property. When you submit you will receive a table of what was offered to each customer.