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This section provides information on all SalesTrak procedures that periodically need to be accomplished.
Names |
Description |
Allows the user to select a group of prospects based on user defined criteria. |
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Create an export file that can be used in an email/letter merge. |
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Change prospects assigned from one salesperson to another based on a set of criteria. |
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Rebuilds the salesperson appointment indexes if there is evidence of a problem. |