SalesTrak Lost Move Prospects

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SalesTrak Lost Move Prospects

The Lost Move Prospects report lists prospect moves that were lost. The report can be printed for a single salesperson, a range of salespeople, or all salespeople. A date range can also be specified.

To print the Lost Move Prospects report:

1.Select the beginning and ending values for the Salesperson.

2.Select the beginning and ending values for the Entry Date.

3.Click the BTN_PrintPreview icon to display a preview version of the report.

4.Click the BTN_Print icon to print the report.

ST_Rpt_LostMovess

 

Field Descriptions

Name

Description

Salesperson

The beginning and ending values are used to select a single salesperson, or a range of salespersons.  To select a single salesperson, enter the desired salesperson number in both the begging and ending value text boxes.

Entry Date

The beginning and ending values are used to select a date, or a range of dates (based on won/lost date) for the report.