Telemarketing Trackers: Following Up on Sales Leads (1)

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Work Sales Trackers


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Access this screen by selecting Tool #988: Work Sales Leads (Trackers).

Use the search fields at the top on the screen to locate a specific member account, view all leads flagged for a specific telemarketing representative (Employee ID), Corp ID, or to display only trackers that fall within a certain range of dates. You can also narrow your select by Memo Type, last conversation type, Need Groups, or Task number. You can select to see only Trackers on or after a specific promotion date and also highlight trackers on or after a selected date. Finally, you have the choice to choose only conversations with closed follow-ups.

Enter the desired search parameters and use Enter to move to the second screen.



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