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Leads by Salesperson

This Help File Page was last Modified on 01/22/2013

Leads by Salesperson

This Help File Page was last Modified on 01/22/2013

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Leads by Salesperson

This Help File Page was last Modified on 01/22/2013

Previous topic Next topic  
The Leads By Salesperson Report provides a list sorted by Salesperson, then listed with the Subscribers and/or Prospects and, optionally, with the Proposals and actual Invoices that were created.

 

To view or print this report, on the Main Menu Select the Reports menu, and Choose Prospect & Proposal, then Click Leads by Salesperson.

 

HelpFilesLeadsBySalespersonOptions

Leads By Salesperson Options

 

Leads By Salesperson Report tabs - There are three tabs on the Leads Report dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).
Summary or Detail - Summary is selected by default.
Salesperson - The Salespersons that you've defined:
All - By default, All Salespersons will be included.
One - You may limit the report to a specific Salesperson. Click One.
oSpecify whether or not you want to include Terminated Employees.

 

HelpFilesIncludeTerminatedEmployeesMessage

oUsing the Salesperson Search dialog, Choose the desired Employee.
Type - The Types of Sales Leads that you've defined:
All - By default, All Lead Types will be included.
One - You may limit the report to a specific Lead Type. Click One, then using the Lead Type Search dialog, Choose the desired Lead Type.
Dates
All - No Dates may be selected because all dates will be reported.
oFrom - Shows Today but is grayed out and inactive.
oTo - Shows Today but is grayed out and inactive.
Limited - Select the date range to be reported:
oFrom - Enter the starting date from which the selection will be made.
oTo - Enter the ending date from which the selection will be made.
Charts - Using the Drop-Down Selection List provided, you may Choose whether either a Pie or Bar Chart should be included as part of this report's output.
Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Leads by Salesperson Report.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

 

helpFilesLeadsBySalespersonPreview

Sales by Salesperson Report - Preview

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.
End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.
Arrows - The arrows allow you to move back and forth, from page to page.
Number - Indicates the page number you are viewing.
You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
If you enter an invalid page number, it will be ignored.
Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.
Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Leads by Salesperson Report.
Email - Click the Email button to open Outlook® and email this report to an address you specify.To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

helpFilesLeadsBySalespersonDataView

Arrows - Click the arrows to move through the record.
Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):
Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab.

HelpFilesLeadsBySalespersonReportSample

Leads by Salesperson Report sample for selected Type