The report used to list the sales activities. The option is located in the Proposal Management Reports menu of the Sales and Distribution section. The report filter options are:
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 |