Consumer audit path stories
Consumer audit path captures the lifestyles cycle of customers, consumer teams, and self-registration profiles. Consumer addition, deletion, trade in Supervisor, are all captured.
Advent and deletion of self-registration profiles are recorded. You’ll additionally pause and resume self-registration.
You’ll Upload, Allow, Disable, Pause, or Resume for Exterior profiles whilst you’ll be able to Upload, Delete, Pause, or Resume for self-registration. CSV uploads also are captured.
- Make a selection File > Excel record > Consumer Path. The Consumer Audit Path conversation field seems.
- The Consumer Audit Path conversation field seems. Make a selection the date vary from the pop-up menu. You’ll both select to generate record for remaining one week, remaining one month, or make a selection customized date.
- Click on Generate to generate the record.
There are two filters at the Consumer Audit Path File conversation.
Date rage clear out:Â Make a selection the date vary for which you need to generate the record. There are 3 choices:
- Closing One week
- Closing One Month
- Customized date
Make a selection Rookies clear out: Seek for a consumer or a consumer staff.
The exported record will include information of the customers who meet each the hunt standards specified.
