Customer List (Prospects)
This report shows customer, vendor customer number, and communications for customers with "Prospect" status. It is an excellent tool for following-up a lead provided by a vendor or other lead resource. The report is available from the Vendor or Customer form <Reports> drop lists.
When this report is run from the customer form, the report will inherit any filter placed on the form. For example, one can right-click on the name of the rep, select <Filter by Selection> so that only "Prospects" for that rep are shown on the report.
On the customer form, place a check in <All Customers> if you would like for the report to show all prospects filtered for any filter placed on the customer form.
This report is grouped by rep by customer.
Tip: If the lead is provided by a vendor, add a vendor customer number for that customer and enter an estimated value in dollar volume for the previous year in the <Note>. One can also set the terms that the customer is qualified for and what price list they are qualified for.
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