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Vault CRM: 08. Vendor Reporting - Video 0 hr 8 min
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Vault CRM: 08. Vendor Reporting - Video
Course 8 of 8 in Vault CRM: Listing Process
Learn how to generate and send a vendor report.
In this video, we’ll guide you through how to generate and send a vendor report.
At the end of this video, you will be able to:
- Navigate into the vendor report
- Generate both a cloud letter or live vendor report