Prospect Reports
Prospect Reports
The reports and lists for prospects in the Sales Management area can be customized as desired and save to the custom reports menu or to the clerk's favorites menu.
Action Code Listing
The Action Code Listing gives you a listing of all the Action Codes currently on file.
From the menu select, Sales Management, Reports, Action Codes.
Category Code Listing
The Category Code Listing gives you a listing of all the Category Codes currently on file.
From the menu select, Sales Management, Reports, Category Codes.
Forecast Code Listing
The Forecast Code Listing gives you a listing of all the Forecast Codes currently on file.
From the menu select, Sales Management, Reports, Forecast Codes.
Initial Contact Listing
The Initial Contact Listing gives you a listing of all the Contacts currently attached to the Salesperson that is logged into DockMaster. For example, if you log into DockMaster with ABC as the user, then the prospects will be only for Salesperson ABC.
From the menu select, Sales Management, Reports, Initial Contacts.
Lead Source Code Listing
The Lead Source Code Listing gives you a listing of all the Source Codes currently on file.
From the menu select, Sales Management, Reports, Lead Source Codes.
Prospect Listing
The Prospect Listing gives you a listing of all the prospects for the salesperson currently logged into DockMaster.
From the menu select, Sales Management, Reports, Prospects.