The Sales Tab gives users the ability to view sales appointments for a specific user, specific date, and specific appointment type. The Sales Tab can be customized to display specific columns. Appointments can be sorted, scheduled, exported to excel, viewed, edited, or deleted. The Sales Tab is a great tool for sales managers to manage all sales activities. It also makes it very easy for sales staff to enter results of sales appointments quickly and efficiently.
On a daily basis, view or export to Excel to prevent things from slipping through the cracks.
View: Easily filter to see customized columns in the Sales Tab by adding a new view. Give the new view a name, then move the fields of choice from the Available Fields box to the Selected Fields to Display box. Choose to Allow anyone to see and edit this view by placing a check mark in the box before saving the view; otherwise only the user that created the view will be able to see it.
Next, use the drop downs to filter further down and pinpoint exactly what data displays.
Salesperson: Use this drop-down to filter by which salesperson is assigned to an appointment.
Appointment Type: Use this drop-down to filter by the type of appointment.
Appointment Result: Use this drop-down to filter by the appointment result listed for an appointment.
Date Range: Use this drop-down to filter by an appointment date range.
Edit An Appointment: Click on the pencil icon corresponding with the appointment. This will open the Edit Appointment screen. Make any changes needed and save.
Export to Microsoft Excel®: Users can export Sales Tab data to Microsoft Excel®
Click the Export link. Either open the file in Microsoft Excel® or save the file to a local computer
Tagging and Emailing Appointments:
Place a check mark in the boxes for the corresponding appointment; this will tag the contacts. After tagging,can Email & Issue Tagged Appointments by clicking the link seen above.
View: Easily filter to see customized columns in the Sales Tab by adding a new view. Give the new view a name, then move the fields of choice from the Available Fields box to the Selected Fields to Display box. Choose to Allow anyone to see and edit this view by placing a check mark in the box before saving the view; otherwise only the user that created the view will be able to see it.
Next, use the drop downs to filter further down and pinpoint exactly what data displays.
Salesperson: Use this drop-down to filter by which salesperson is assigned to an appointment.
Appointment Type: Use this drop-down to filter by the type of appointment.
Appointment Result: Use this drop-down to filter by the appointment result listed for an appointment.
Date Range: Use this drop-down to filter by an appointment date range.
Edit An Appointment: Click on the pencil icon corresponding with the appointment. This will open the Edit Appointment screen. Make any changes needed and save.
Export to Microsoft Excel®: Users can export Sales Tab data to Microsoft Excel®
Click the Export link. Either open the file in Microsoft Excel® or save the file to a local computer
Tagging and Emailing Appointments:
Place a check mark in the boxes for the corresponding appointment; this will tag the contacts. After tagging,can Email & Issue Tagged Appointments by clicking the link seen above.