Standard Report - Follow Up

Overview

Updated 07/13/2021

Report Description

This report displays messages featuring revenue opportunity information.

 

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
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	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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