Sold Leads by Sales Person
Sold Leads by Sales Person
Sold Leads by Sales Person
Report #: 2029
Module: Account Generation
Overview
Use the Sold Leads by Sales Person to view sold leads for a specified period, sorted by sales person.
User’s branch restrictions apply.
To access this report, select Sales Per Sales Consultant (report #2029) from the main menu of SBN.
The Sold Leads by Sales Person Window
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 may select a range of dates to limit the report to inquiries with sales dates within that range. Select the beginning date of the range. O This field defaults to the current date. |
Time
- From |
You may select a range of time to limit the report to inquiries with sales dates within that range. Select the beginning time of the range. O This field defaults to 00:00 (Midnight). |
Date
- To |
You may select a range of dates to limit the report to inquiries with sales dates within that range. Select the ending date of the range. O This field defaults to tomorrow’s date. |
Time
- To |
You may select a range of time to limit the report to inquiries with sales dates within that range. Select the ending time of the range. O This field defaults to 00:00 (Midnight) |
Branch |
You may select a branch to limit the report to sales persons associated with that branch. (This menu originates from program #1530.) O If you leave this field blank, the report includes all branches. |
SCId |
You may select a specific Sales Person ID to limit the report to inquiries associated with that Sales Person. (This menu originates from program #1539.) O If you leave this field blank, the report includes all sales persons. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Sold Leads by Sales Person.
Column Descriptions
The following table describes the columns used in the report output.
Column |
Description |
Branch |
Identifies the marketing branch associated with the selected sales person. |
Sales Person |
Name and ID of the selected sales person. |
Lead # |
Inquiry number. |
Date |
Date of sale; from Marketing Basics. |
Name |
Combined inquiry name. |
Address |
Inquiry street address. |
City |
City (part of the inquiry address). |
Zip |
Zip (part of the inquiry address). |
Contact |
The first contact listed for the inquiry. |
Phone |
Phone number for the inquiry. |
AppDt |
Installation schedule date, if applicable. |
Ctyp |
Inquiry customer type. |
Rtyp |
Inquiry source code ID. |
Follow-up |
Customer-defined field for follow-up information. |
Number of Sales |
Number of sales during the specified period for the selected sales person. |
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 Sold Leads by Sales Person
The following table lists modifications and updates to the Sold Leads by Sales Person document.
Mod Number |
Date |
Description |
n/a |
07/15/14 |
Updated images. |