The report is used to list the sales activities. The option is located in the Proposal Management Reports menu of the Sales and Distribution sectionmodule. The report filter options are as follows:
Filter | Value |
Salesperson Code | Group / Range |
Salesperson Description | Group / Range |
Salesperson Aux. Code | Group / Range |
Salesperson Position | Group / Range |
Opportunity Date | Start / End Date Rage |
Opportunity Number | Group / Range |
Opportunity Description | Group / Range |
Opportunity Aux. Code | Group / Range |
Opportunity Status | Opportunity / Analyzing / Potential / Interviewing / Waiting / Proposal / Contract / Cancel / In Force / Completed |
Customer Code | Group / Range |
Customer Description | Group / Range |
Activity Description | Group / Range |
Activity Type | Research / Phone Call / Correspondence / Appointment / Meeting / Presentation / Proposal / Contract / Proposal-Revision |
Activity Aux. Code | Group / Range |
Priority | High Priority / Medium Priority / Low Priority |
Activity Date | Start / End |
Finishing Date | Start / End |