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MGTREP1.DOC
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1987-12-01
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115 lines
HELP SCREEN FOR PROSPECT AND ACTIVITY REPORTS
==============
| OPTION 1: |
==============
Optioεá ▒á generate≤ ╢ differen⌠ listing≤ oµ al∞ activities¼á sorteΣ b∙á firs⌠ì
name¼á las⌠ name¼á phonσ number¼ city¼ anΣ zi≡ code¼ witΦ comment≤ printeΣ ou⌠ì
fo≥ eacΦ activit∙ o≥ call«á EacΦ listinτ i≤ self-contained¼ anΣ caε bσ useΣ t∩ì
cross-referencσ an∙ oµ thσ othe≥ ╢ reports.
Thσ activitie≤ iε thσ report≤ caε bσ phonσ calls¼ presentations¼ o≥ inquiries.
==============
| OPTION 2: |
==============
Optioεá ▓á generate≤á onσá repor⌠ froφ thσ Activit∙ file«á Thi≤á give≤á yo⌡á ßì
snapsho⌠ oµ you≥ activities.
==============
| OPTION 3: |
==============
Optioεá │ produce≤ one report froφ thσ Rolodex o≥á Prospectá file║á Prospect≤ì
sorteΣ b∙ namσ oµ compan∙.
ALL REPORTS FIT INTO A STANDARD BRIEFCASE!
Al∞á oµ thσ report≤ arσ printeΣ ou⌠ oε standarΣ ╕ 1/2ó b∙ 11ó compute≥á paper¼ ì
s∩á tha⌠á yo⌡ caε carr∙ thi≤ informatioε witΦ yo⌡ wheε yo⌡ arσ oεá thσá road« ì
Thi≤ free≤ yo⌡ froφ havinτ t∩ bσ tieΣ t∩ you≥ compute≥ int∩ orde≥ t∩á retrievσ ì
prospec⌠á data«á Fo≥ example¼á whilσ yo⌡ arσ iε ß hote∞ rooφ a⌠ 10PM¼á yo⌡ caε ì
refe≥ t∩ you≥ report≤ t∩ answe≥ question≤ sucΦ as║á "Wh∩ arσ m∙ prospect≤ iε ì
Denver¼á thσ name≤ oµ thσ contact≤ a⌠ eacΦ company¼á thei≥ phonσ numbers¼á anΣ ì
wha⌠ comment≤ havσ ╔ recordeΣ abou⌠ theφ iε thσ electroniπ Rolode° a≤ wel∞á a≤ ì
oε an∙ subsequen⌠ prospectinτ phonσ call≤ ╔ madσ t∩ them?"
At the bottom of your screen, you will observe this phrase:
"Category Selected."
WitΦá thi≤á option¼á yo⌡ caε "layer-inó u≡ t∩ 99,999,99╣ differen⌠á layer≤á o≥ ì
grouping≤ oµ prospects«á Oncσ yo⌡ identif∙ ß ne≈ grou≡ oµ prospects¼ sucΦ a≤ ì
ßá newly-purchaseΣ mailinτ list¼á yo⌡ caε separatσ theφ b∙ assigninτ ßá uniquσ ì
CATEGOR┘ numbe≥ t∩ thσ grou≡ whilσ yo⌡ arσ enterinτ thei≥ informatioε int∩ thσ ì
Persoε file«
Thi≤á "layeringó effec⌠ wil∞ theε appl∙ t∩ thσ datß wheneve≥ yo⌡ wisΦ t∩ prin⌠ ì
label≤á o≥á reports«á Thσ datß wil∞ appea≥ t∩ bσ groupeΣ int∩ thσá categorie≤ ì
tha⌠ yo⌡ designatσd.
Fo≥ morσ informatioε oε ho≈ thi≤ works¼á g∩ t∩ thσ Maiε Prograφ Men⌡ anΣ ente≥ì
optioε 8¼ 'Selec⌠ Category'.è
==============
| OPTION 4: |
==============
Optioε 4 i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩
thesσ dates:
STAR╘ DAT┼ :'01/01/1901'
STO╨ DAT┼ :'12/12/2999º
Thi≤ mean≤ tha⌠ an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ß 99╣ yea≥ period« ì
Let'≤á sa∙á tha⌠ yo⌡ woulΣ likσ t∩ examinσ activitie≤ fo≥ ß tw∩á weeδá period¼ ì
durinτá whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«á Iε tha⌠ case¼á g∩ t∩ ì
optioεá ┤ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε a≤á thσá STAR╘ ì
date¼á anΣá thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσ EN─ date«á No≈ ì
you≥ report≤ wil∞ reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.
[Note║á Thσ datσ selectioε featurσ refer≤ t∩ wheε thσ record≤ wa≤á originall∙ ì
entereΣ int∩ thσ system.]
==============
| OPTION 5: |
==============
5⌐á Selec⌠ ou⌠ an∙ commen⌠ fo≥ report[s]«á Thi≤ wil∞ allo≈ yo⌡ t∩ selec⌠ an∙ ì
worΣ o≥ phrasσ a≤ ß basi≤ fo≥ creatinτ reports« Whateve≥ commen⌠ yo⌡ select¼ ì
thi≤ criteriß wil∞ bσ applieΣ t∩ option≤ 1¼ ▓ o≥ │ iε thi≤ menu.
==============
| OPTION 6: |
==============
6⌐ Selec⌠ Prospec⌠ fo≥ report≤ [default≤ t∩ ALL]«á Yo⌡ caε selec⌠ an∙ singlσ ì
prospec⌠á fo≥á thesσá reports«á Thi≤ optioεá default≤á t∩á ALL¼á meaninτá al∞ ì
prospects are combined within the category you selected earlier, if any.
==============
| OPTION 7: |
==============
Category Consolidation:
A⌠ thi≤ option¼á yo⌡ caε basσ you≥ report≤ oε eithe≥ ß rangσ oµ categorie≤ o≥ ì
ßá lis⌠ oµ non-continuou≤ individua∞ categorie≤ «á Fo≥ example¼á iµ yo⌡ haΣ ì
selecteΣá ßá range¼á theεá yo⌡ coulΣ combinσ al∞ record≤á froφá categorie≤á ▒ ì
througΦ 50«á Yo⌡ caε selec⌠ an∙ sizσ range¼ froφ ß rangσ oµ 5░ t∩ ß rangσ oµ ì
50,00░á categories«á Iµ yo⌡ haΣ selecteΣ t∩ inpu⌠ ß non-continuou≤ lis⌠á oµ ì
categories¼ theε yo⌡ coulΣ ente≥ u≡ t∩ 20░ categorie≤ fo≥ consolidation¼ sucΦ ì
a≤ t∩ combinσ categorie≤ 10¼ 11¼ 15¼ anΣ 20.