Export Customer Sales Lead Activity

Access

Use this routine to export sales lead activity to a .TXT file that you can use to create mailing lists or other sales-related customer data lists. You use the program of your choice to create labels from the .TXT file. Use this routine for contacts with no open quotes. For contacts with open quotes, you can use the Export Quote Activity routine.

Use the fields below to restrict the output of the routine. That is, if you leave all the fields blank (with the exception of the Location field, where you must specify one or more locations), the routine adds all sales lead activity to the .TXT file.

Date of First ContactEnter the beginning and ending dates of the range of first contact dates you want to include in this report. The system searches the Contact file for the date on which contact was first established with each customer in the Contact file.

Date of Last UpdateEnter the beginning and ending dates of the range of last update dates you want to include in this report. The system searches the Contact file for the current lead record (if any) of each contact and references the Last Contact Date field.

Date of Next ActivityEnter the beginning and ending dates of the range of next activity dates you want to include in this report. The system searches the Contact file for the current lead record (if any) of each contact and references the Next Action Date.

Comments

District ManagerEnter the district manager (if any) whose sales leads you want to include in this report. The program references the selling store on the sales lead to determine the district manager. If you click on the Search button, a list of district managers appears from which you can choose.

LocationEnter the locations whose sales leads you want to include in this report. You must specify at least one location to run the report. If you click on the arrow, a list of available locations appears from which you can choose. If you click on the Action button, the Multiple Location Selection window appears from which you can choose one or more locations.

Merchandise InterestEnter the merchandise interest (if any) from the sales leads you want to include in this report. The program references the Merchandise Interest field on the sales lead. If you click on the Search button, a list of merchandise interests appears from which you can choose.

BrandIf an open lead exists within the report criteria selected above, you can restrict the report output by a selected brand.  If you click on the Search button, a list of brands appears from which you can choose.

Probability of PurchaseEnter the probability of purchase (if any) from the sales leads you want to include in this report. The program references the Probability of Purchase field on the sales lead. If you click on the Search button, a list of probabilities of purchases appears from which you can choose.

Method of ContactEnter the method of contact  (if any) from the sales leads you want to include in this report. The program references the Method of Contact field on the sales lead. If you click on the Search button, a list of methods of contacts appears from which you can choose.

Marketing CodeEnter the marketing code (if any) from the sales leads you want to include in this report. The program references the Marketing Code field on the sales lead. If you click on the Search button, a list of marketing codes appears from which you can choose.

Special Type CodeEnter the special type code (if any) from the sales leads you want to include in this report. The program references the Special Type Code field on the sales lead. If you click on the Search button, a list of special type codes appears from which you can choose.

Referral FlagEnter the referral flag (if any) from the sales leads you want to include in this report. The program references the Referral Flag  field on the sales lead. If you click on the Search button, a list of referral flags appears from which you can choose.

SalespersonEnter the salesperson whose sales leads you want to include in this report. The program searches all sales leads from the specified date range and includes the leads associated with the salesperson you specify here. If you click on the Search button, a list of salespersons appears from which you can choose.

Status

Select Mail Flags

Select Contacts with Email

Availability of Quote

When you click on Run, the program creates a .TXT file. The first row contains the column headings. The remaining rows contain the data from the selected sales leads, one row per contact. If you included contacts with open sales quotes, product information from the quote A sales transaction in which a customer receives a documented selling price for specified merchandise in exchange for the customer's contact information. No merchandise is reserved and no deposits are accepted. displays. If a contact has more than 3 products on a quote, the file includes only the first three. The .TXT file contains the following for each sales lead:

CUSTOMER
NAME
ADDRESS1, ADDRESS2
CITY, STATE, ZIP
PHONE
(Alternate Contact) NAME
(Alternate Contact) PHONE
EMAIL
SALESPERSON
STORE
(Lead Creation) DATE
PRODUCT1, DESCRIPTION1, VENDOR1
PRODUCT2, DESCRIPTION2, VENDOR2
PRODUCT3, DESCRIPTION3, VENDOR3