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TFS Smart Campaign - Table of Contents

Documentation Disclaimer

SmartCampaign includes a number of reports.

Opening the Reporting Screen - Click here to expand...

The Reports screen contains two tabs:

Reports: Displays a list of standard reports with pre-conceived standard criteria. These reports contain criteria that a typical broker would need to view. The criteria can be altered to suit the business.
Templates: Allows access to reports with no pre-conceived ideas as to the content. Templates are blank canvasses on which users can create their own specific reports

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