(25b) CRM Owner List
This Report is used to generate the Owner List. This list can be filtered based on their Last Name, whether they are signed up for Paylease, if the referring Agent has a Listing Protection, or based on the owner's current Status in the system.
- This Report will generate at the bottom of the Reports screen
Report - 25b
From the Tree View:
- Expand Reports
- Select Reports
- Select Report (25b) CRM Owner List
- Select the Report Criteria to Filter by (Owner Last Name, Paylease; Yes or No, Owner Protected; Yes or No)
- Additional Filter by selecting the Status from the drop down list
- Then, click SEARCH to run the Report
* Note: The Report Information will generate at the bottom of the page.
a. Owner's Name
b. Phone Number
c. Email
d. Mailing Address; Street Name
e. Mailing Address; City
f. Mailing Address; State, Zip