Our company Goldmine system is setup as follows:
All of our sales reps are part of the same database (dBase) and customer leads are given out by me via manually typing in new contact after new contact and then assigning "complete curtaimg" to each contact record while assigning the rep ownership as well. When I meed to check any one sales rep's dialing habits, I have to do a lookup of certain rep's names (which I changed "Company" to "Sales Rep" to be able to do) and then scan through all the leads he/she has been given since they began employment. I'd like to be able to search for a single date that woulk display only those contacr records (leads) for that day for any one sales rep. A listing of those contact records is the desired format. Any advice would be very much appreciated.
Thanks
Ryan
All of our sales reps are part of the same database (dBase) and customer leads are given out by me via manually typing in new contact after new contact and then assigning "complete curtaimg" to each contact record while assigning the rep ownership as well. When I meed to check any one sales rep's dialing habits, I have to do a lookup of certain rep's names (which I changed "Company" to "Sales Rep" to be able to do) and then scan through all the leads he/she has been given since they began employment. I'd like to be able to search for a single date that woulk display only those contacr records (leads) for that day for any one sales rep. A listing of those contact records is the desired format. Any advice would be very much appreciated.
Thanks
Ryan