Market Areas

□	The Marketing Areas Form allows you to define the Sales Marketing Areas that you want to be able to track.

•	Marketing Areas are recorded in the Leads tab of the Prospect Form.

•	The Marketing Area information is listed as part of the Prospect Listing report.

•	The Marketing Area information is also a part of the Leads Analysis Report.

□	The Marketing Area Form allows you to define any number of Descriptions representing the Marketing Areas that will be tracked.

•	To define Marketing Areas, on the Main Menu Select Maintenance and Choose the Prospect Tracking/Proposal Items sub-menu, then Click Marketing Areas.

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Marketing Area Form

•	This Marketing Area Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

•	Navigation Menu - The Navigation Menu is located at the top of the Marketing Area Form.

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•	This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions.

•	Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Marketing Area Form.

•	Table View tab - A tabular (spreadsheet style) Table View of the currently defined Marketing Areas is accessible by Clicking the Table View tab at the bottom of the Marketing Area Form.

•	To display a specific Marketing Area record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter).

•	This Table View information may be Pinned in Place by Clicking the Pin Icon on the right.

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Marketing Area Form - with Table View tab Pinned Open

▪	You may Un-Pin this Table View by Clicking the Pin Icon again.

▪	Click on any listed record to display that information in the center (Main Body) of the Form.

•	There are two columns of data in this Marketing Area Record Listing:

1)	Market - The Code created to represent this Marketing Area entry.

2)	Description - The actual explanation of the Marketing Area.

•	Each column's Header Name describes the data contained in that column.

▪	Clicking on a Header Name will set the order in which the Marketing Areas will be listed.

▪	Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending).

▪	The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name.

•	To define the Marketing Areas which will be used to identify the Marketing Area Categories

•	Click the Icon to start the Marketing Area entry in the Record Editing section.

•	Market - Enter a Code (up to 4 characters with upper & lower case letters, numbers and/or normal punctuation marks) to represent this Marketing Area entry.

•	Description - Enter a brief Description for this Marketing Area entry.

▪	The Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

•	Click the Icon to record this Marketing Area entry.

□	Using the Special Functions on the Navigation Menu at the top of the Marketing Area Form:

•	Print - Click the Print Icon to View and/or Print a list of the Market Areas.

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•	Yes - Click the Yes button to View a copy of the report.

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•	No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File.

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•	Cancel - Click the Cancel button to close this Print question and return to the Form.

•	Search - Click the Search Icon to open the Search Market Areas dialog.

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Search dialog

•	See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog.