REPORTS
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      How to pull a report on all Client Relationship Managers?

      1. Log in to the system: Access the system using your credentials.

      2. Navigate to the Reports Section: Look for the "Reports" 

      3. Select the CRM Report: Select Client Details Report Click on it to proceed.

      4. Generate the Report: Once you've configured the filters (if necessary), click on the "Export to EXCEL" button to initiate the report generation process.