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Prospect & Proposal Reports

This Help File Page was last Modified on 04/01/2012

Prospect & Proposal Reports

This Help File Page was last Modified on 04/01/2012

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Prospect & Proposal Reports

This Help File Page was last Modified on 04/01/2012

Previous topic Next topic  
Here are several Prospect & Proposal related reports, related to your efforts in prospecting for Subscribers, that will help you better understand the status your Sales Process.
On the Main Menu, Choose Reports and Select the Prospect & Proposal option:

 

HelpFilesProspectReportsMenu

  Prospect Tracking System Reports

 

There are seven Prospect & Proposal related report options in this menu:
1.Leads - A summary, or detailed, listing of Leads received based on each Lead's Source and Type, and the options you select.
2.Leads Analysis - A summary listing of the Leads received based on each Lead's Source, Market Area, and Type, and the options you select.
3.Leads By Salesperson - Listed by Salesperson, a summary, or detailed, listing of Leads received based on each Lead's Source and Type, and the options you select.
4.Leads by Source -
5.Proposal Expiration - Lists any Proposal (for a Prospect and/or a Subscriber) that will expire within the Date Range specified.
6.Proposals - Prints selected Proposals based on a variety of selection criteria that you set.
7.Prospect Information - Provides two report formats (Full Information and Short List), and additional options to limit which Prospect(s) will be listed by using a Prospect Filter.
8.Prospects Listing -Lists all, or a selected set of, Prospects by Salesperson, Status, and/or based on a Prospect Filter selection criteria.