Standard Report - Follow Up

Report Description

This report displays messages featuring revenue opportunity information.

FollowUp.png 

 

Parameters

Parameter Name

Options

Explanation

Branch

All available branches

Filters by Customer Branch

Customer Status

All available customer status

Filters by Customer Status

Sales Level

All available customer sales level

Filters by Sales Level in Sales Info tab

Sales Rep

All available user name

Filters by Sales Rep user

(Config ChoiceCode Main Category = "CustomerUser" SystemName = "SalesRep"

Start Date

 

 

End Date

 

 

Action Type

All available action type from message

 

Date Type

Start Date/Entered Date

Filters by Message Date or Original Start date time

 

 

Report Fields

Field Name

Explanation

Branch

Shows the branch of the customer

Customer Name

Shows the customer name

Department

Shows the department of the customer

Status

Shows customer status

State

Shows state from customer address

Primary#

Shows primary contact information of customer

Message Date

Shows the date of the message

Message Action Type

Shows the action type of the message

Message

Shows the message

Last Contact Date

Shows most recent message date for a customer

Sales Level

Shows sales level from Customer > Sales & Service, sales info

Sales Rep

Shows the user name of sales rep of the customer

Sales Contact

Shows the contact from the revenue opportunity of the customer

Expected Revenue

Shows the sum of the revenue from Customer > Revenue Opportunity

No. of Customers

Shows the total number of customers in the report

Expected Revenue

Shows the total expected revenue in the report from all the customers

 

 

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