CRM Phase 1 - Flipbook - Page 70
STEP
PROCESS
STEP 1
Selection Criteria
It is possible to define reports that may be used to make selections by different criteria
on the My Customers list; however, provided are a list of standard reports:
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Search by Vehicle Required
Search by Vehicle Owned
Customers by a date created range
Customers by a recorded source of business
Customers by a contact date range
By clicking on the drop down arrow the pre-defined reports will display allowing. Some
reports may require information adding just before running to ensure the selection is
accurate.
STEP 2
Search By Vehicle Required
This report will look for all My customers that have extra details added for a specific
model. Enter the model description and click on OK.
My Customers Selection Criteria Reports
02.013.04.L1 Revision 8.35 18/05/07
Page 70 of 115
