Table of Contents:
- Be Backs
- Comments
- No Sale Reason
- No Sale Stage
- Product Category
- Reassign Reason
- Reject Reason
- Sales Person Status
Be Backs
- View all Be Backs (returning customers)
- View Order No#, Contact Info, Comments by Salespeople, Store, Date, etc.
Comments
- View all Comments from No Sales, Potential Sales, Sales, and Excluded photos
No Sale Reason
- View No Sale Reasons by No Sales, Potential Sales, or both (Bar & Pie chart)
No Sale Stage
- View No Sale Stages by No Sales, Potential Sales, or both
- Displays the Percentage and actual Count
Product Category
- View your Product Categories by Sales, No Sales, Potential Sales, or All
Reassign Reason
- View the Ressigned Reasons (Assign to other salesperson, bebacks, ect.)
Reject Reason
- View the Rejected Reasons (on the phone, training, doing paperwork, ect.)
Sales Person Status
- View up-to-date timestamps of a salesperson’s Status: Logged In, Signed Out, With Customer(s), Available, and Temporarily off Board
