Sales Appointment Report
Sales Appointment Report
Sales Appointment Report
Report #: 2038
Module: Account Generation
Overview
Use the Sales Appointment Report to generate information about a scheduled sales call and other demographic information. User’s branch restrictions apply.
To access this report, from the Marketing and Marketing Basics choose Run Reports and select or choose Sales Appointment Report (report #2038) from the main menu of SBN.
The Sales Appointment Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Field |
Description |
Period |
|
Date
- From |
You must select one date or a range of dates to limit the report to sales calls scheduled within the range. Select the beginning date of the range. O This field defaults to the first day of the previous month. |
Time
- From |
You must select a beginning time or a range of times to limit the report to sales calls scheduled within the range. Select the beginning time of the range. O This field defaults to 00:00 (MIdnight). |
Date
- To |
If you select a range of dates to limit the report to sales calls scheduled within the range, select the ending date of the range. |
Time
- To |
If you select a range of times to limit the report to sales calls scheduled within the range, select the ending time of the range. O This field defaults to 00:00 (MIdnight). |
Branch |
You may select a specific branch to limit the report to sales persons associated with that branch. (This menu originates from program #1530.) |
SC ID Range |
|
SC
Id - From |
You may select a range of IDs of sales persons to limit the report to sales calls scheduled for sales persons within the range. Select the beginning ID of the range. (This menu originates from program #1539.) O If you leave these fields blank, the report includes all sales persons. |
SC
Id - To |
You may select a range of IDs of sales persons to limit the report to sales calls scheduled for sales persons within the range. Select the ending ID of the range. (This menu originates from program #1539.) O If you leave these fields blank, the report includes all sales persons. |
Lead # Range |
|
Lead
# - From |
You may type a range of inquiry numbers to limit the report to sales calls associated with inquiries in the range. Type the beginning inquiry of the range. O Type the inquiry number exactly as it appears in Marketing Basics, including all appropriate 0s. O If you leave these fields blank, the report includes all inquiry numbers. |
Lead
# - To |
You may type a range of inquiry numbers to limit the report to sales calls associated with inquiries in the range. Type the ending inquiry of the range. O Type the inquiry number exactly as it appears in Marketing Basics, including all appropriate 0s. O If you leave these fields blank, the report includes all inquiry numbers. |
New Print Only |
Enter a check mark in this box to limit the report to scheduled sales calls that have not been printed before. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphics show an example of the output of the Sales Appointment report.
Column Descriptions
The following table describes the columns used in the output of the Sales Appointment report.
Column |
Description |
Period |
Identifies the period covered by the report. |
Inquiry Number |
Inquiry number. |
Sales Person |
Name of sales person. |
Branch |
Sales branch ID. |
Name |
Name of person or business that made the inquiry. |
AKA |
Also Known As name of the inquirer. |
Address |
Address for the inquiry. |
Address
Line 2 |
Additional address line for the inquiry. |
Cross Street |
Name of the cross street closest to address. |
City |
City of the inquiry address. |
St. |
State of the inquiry address. |
Zip |
Zip code of the inquiry address. |
Phone 1 |
Residence or primary phone number. |
Phone 2 |
Secondary phone number. |
Appointment |
|
Day |
Day of the week on which the appointment occurs. |
Date |
Date on which the appointment occurs. |
Time |
Time at which the appointment occurs. |
Subscriber Type |
Subscriber type of the inquiry. |
Reason for Call |
Reason for the inquiry. |
Source |
Identifies the source used by the inquirer. |
Program |
Identifies the program code of the inquiry. |
Contact person |
|
Title |
Titles of the first and second contacts entered in the Marketing Basics tab. |
Name |
Names of the first and second contacts entered in the Marketing Basics tab. |
Phone |
Phone numbers of the first and second contacts entered in the Marketing Basics tab. |
Ext |
Phone extensions, if applicable, of the first and second contacts entered in the Marketing Basics tab. |
Comment |
Text from the comment field of the Marketing Basics tab. |
Demographic information |
|
Business Type |
To be completed by sales person. |
Competitor |
To be completed by sales person. |
New Construction |
Yes / No flag for the sales person to choose. |
New Homeowner |
Yes / No flag for the sales person to choose. |
Prewire |
Yes / No flag for the sales person to choose. |
No. of Children |
To be completed by sales person. |
Dynamic Column |
Displays the description and menu selections from the Misc 39 field in the Marketing Basics tab. (This menu originates from program #1704.) |
Dynamic Column |
Displays the description and menu selections from the Misc 32 field in the Marketing Basics tab. (This menu originates from program #1704.) |
Dynamic Column |
Displays the description and menu selections from the Misc 33 field in the Marketing Basics tab. (This menu originates from program #1704.) |
Dynamic Column |
Displays the description and menu selections from the Misc 34 field in the Marketing Basics tab. (This menu originates from program #1704.) |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Sales Appointment Report
The following table lists modifications and updates to the Sales Appointment Report document.
Mod Number |
Date |
Description |
n/a |
07/15/14 |
Images updated. |