Searching in Overview

CRM Overview allows you to search for all sales customers (Sales Customers, Sales Delivery Branches, Sales Leads and also Web Leads) based on your search criteria.

1. In the CRM / Marketing menu, click Overview.
2. Type in the following boxes, or select from the options:
   • Code –
   • Name –
   • Reference –
   • Telephone –
   • Fax –
   • Area –
   • Rep code –
   • Postcode –
   • Town –
   • Include – select All types, Customers, Sales leads and/or Web leads
   • Account manager –
   • Rep manager –
   • Rep name –
   • Action flag –
   • Trader Groups – select one or more trader groups
   • Campaign –
     • Hide inactive –
3. Click Search.

The search information displayed is:

• Trader code –
• Trader name –
• 1st line of the address –
• Town –
• Area –
• Sales contact telephone number –
• Trader type –
• Rep code –
• Account manager –
• Rep manager –
• Live actions –
• Complete actions –
• Last note added to an action –
• Next action due –
• 12 month spend –
• Last ordered date –

To clear your selection, click Clear then search again.

You can create actions, for the traders you select.

See Also