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- HELP SCREEN FOR MANAGEMENT REPORTS
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- | OPTION 1: |
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- 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.
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- Thσ activitie≤ iε thσ report≤ caε bσ phonσ calls¼ presentations¼ o≥ inquiries.
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- | OPTION 2: |
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- Optioεá ▓á generate≤á onσá repor⌠ froφ thσ Activit∙ file«á Thi≤á give≤á yo⌡á ß ì
- snapsho⌠ oµ you≥ activities.
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- | OPTION 3: |
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- Optioεá │ produce≤ one report froφ thσ Rolodex o≥á Personá file║á Person≤ ì
- sorteΣ b∙ namσ oµ compan∙.
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- ALL REPORTS FIT INTO A STANDARD BRIEFCASE!
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- Al∞á oµ thσ report≤ arσ printeΣ ou⌠ oε standarΣ ╕ 1/2ó b∙ 11óá compute≥á pape≥ ì
- (a⌠ 12cpi⌐ ¼á s∩ tha⌠ yo⌡ caε carr∙ thi≤ informatioε witΦ yo⌡ wheε yo⌡ arσ oε ì
- thσ road« Thi≤ free≤ yo⌡ froφ havinτ t∩ bσ tieΣ t∩ you≥ compute≥ int∩ orde≥ t∩ ì
- retrievσá person data«á Fo≥ example¼á whilσ yo⌡ arσ iε ß hote∞ rooφ a⌠ 10PM¼ ì
- yo⌡á caεá refe≥ t∩ you≥ report≤ t∩ answe≥ question≤ sucΦá as║á "Wh∩á arσá m∙ ì
- prospect≤á iε Denver¼á thσ name≤ oµ thσ contact≤ a⌠ eacΦ company¼á thei≥ phonσ ì
- numbers¼á anΣá wha⌠á comment≤á havσ ╔ recordeΣ abou⌠ theφá iεá thσá electroniπ ì
- Rolodex a≤ wel∞ a≤ oε an∙ subsequen⌠ prospectinτ phonσ call≤ ╔ madσ t∩ them?"
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- At the bottom of your screen, you will observe this phrase:
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- "Category Selected."
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- 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«
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- 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.
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- Fo≥ morσ informatioε oε ho≈ thi≤ works¼á g∩ t∩ thσ Maiε Prograφ Men⌡ anΣ ente≥ ì
- optioε 8¼ 'Selec⌠ Category'.
- è
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- | OPTION 4: |
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- Optioε 4 i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩
- thesσ dates:
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- STAR╘ DAT┼ :'01/01/01'
- STO╨ DAT┼ :'12/12/99º
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- Thi≤ mean≤ tha⌠ an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ß 9╣ yea≥á period« ì
- Let'≤á sa∙á tha⌠ yo⌡ woulΣ likσ t∩ examinσ activitie≤ fo≥ ß tw∩á weeδá period¼ ì
- durinτá whicΦá yo⌡ werσ oε thσ roaΣ visitinτ ß person«á Iε tha⌠ case¼á g∩á t∩ ì
- optioεá 4 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«
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- [Note║á Thσ datσ selectioε featurσ refer≤ t∩ wheε thσ record≤ wa≤á originall∙ ì
- entered into the system.]
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