CRM Phase 2 - Flipbook - Page 86
STEP
PROCESS
STEP 3
Complete the prompted questions as required:
STEP 4
Field
Description
Branch
required (Blank
= all)
If the dealership is multi-branch then it would be sensible to
print the report selecting on the branch code only.
Department
required (Blank
= all)
Enter the required department.
8W9orkshop, 8P9arts.
Sales exec
required (Blank
= all)
By entering an executive code, the report will print just his/her
overdue contacts.
Input cut-off
date (Blank =
Y9day)
It is usual to leave this date selection blank for a cut off date of
yesterday. However, this option could be used for users who
have just returned from holiday and an overdue contact report
is needed although there are still contacts to update, enter a
cut off date of the day they went on holiday.
For example 8S9ales,
Click on OK to print.
Overdue Contact Report
02.003.10 L1 9304E
Page 86 of 205
