The report option used to list the sales opportunity history. The option is located in the Proposal Management Reports menu of the Sales and Distribution section. The report filter options are:
Filter |
Value |
Transaction Date |
Start / End |
Salesperson Code |
Group / Range |
Salesperson Description |
Group / Range |
Salesperson Aux. Code |
Group / Range |
Salesperson Position |
Group / Range |
Opportunity Date |
Start / End |
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 |