How to: Get BFS NZ 'customer list' for Dealer emails

Every so often, Lee will ask to send to a list of customers that Sharlene provided the instructions on.

Here are Sharlene's instructions:

1. Sharepoint
2. My sites
3. Channel Distribution online training and induction
4. Introducers - user training
5. Export to Excel
6. Open up the query
7. Sort by Active - delete those who have false in this field (approx. 12 records)
8. Sort by Passed- delete those who have false in this field (approx. 172 records)
   
   
9. Then ask Lee to check that the introducer types are correct
   as some have upgraded to BFS facilities but the database
    may not have been updated by the BDM - provided to Lee 1 June 2022 for review.

696 contacts as at 30 August 2022