The system of LeoSquad allows you to export the client?s information to your computer in the format you desire.
From the home page, go to the menu bar.
Click on "Client".
Click on "ADD CLIENTS".
Click on "EXPORT" located at the bottom of the screen.
To export the data, select the format you want the data to be extracted in (EXCEL or CSV) and the document will get exported to your computer.
How to filter search particular client details?
Filter search in Leosquad makes it easier to search and navigate you through the list. Providing you with a dynamic and easy search option, you can easily filter for a particular client. Wondering, how? Let?s have a look.
Click on "CLIENT".
You can now see the Filter search option.
Fill in the follow-up start date and end date.
Select the "CLIENT".
Select Client?s Category.
Select the Client?s sub-category.
Select the Project.
Select the Contract type.
Select the Country.
Now you have the client?s information as per the details provided above.