This section provides information on various reports in SalesTrak. Reports can also be printed to the screen by using the 
(print preview) icon.
Screens
Names |
Description |
The Contact List program allows the you to print out, or view on screen, a list of contacts that meet user specified criteria. |
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The Appointment Slip option prints detailed information about the prospect for a given appointment. |
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The Move Closing Ratios option prints a report for the ratio of prospects with sales closed. The report can be printed for a single salesperson, a range of salespeople or all salespeople |
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The Lost Account Prospects report lists account 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. |
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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. |
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The Vans software can create a merge file which can be used, in conjunction with MS Excel and MS Word, to create a letter or mailing labels for all the prospects chosen. |