Marketing Areas

This Help File Page was last Modified on 06/24/2018

<< Click to Display Table of Contents >>

Navigation:  Prospect Tracking System > Prospect Tracking System Maintenance >

Marketing Areas

This Help File Page was last Modified on 06/24/2018

The Marketing Areas Form allows you to define the Sales Marketing Areas that you want to be able to track.

Each Prospect's Marketing Area is identified in the Lead Information section of the Prospect Form's Edit View.

The Marketing Area information is included in the Prospect Listing report.

The Marketing Area information is one of the sorting options for the Leads Analysis Report.

 

The Marketing Areas Form allows you to define any number of Descriptions representing the Marketing Areas that will be tracked.

To define Marketing Areas:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

Once the Maintenance Menu is displayed, Select Prospects and Choose Marketing Areas.

 

HelpFilesMarketAreas

  Marketing Area Form

 

This Marketing Area Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Marketing Area Form.

 

HelpFilesNavigationBar-Generic

This Navigation Menu provides the normal Record Movement, New, Delete, Cancel, Save, and List options.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Marketing Area Form.

 

HelpFilesMarketAreasRecordEditingSection

 

To define the Marketing Areas which will be used to identify the Marketing Area Categories

Click the HelpFilesNavigationMenuNewIcon to start the Marketing Area entry in the Record Editing section.

Market - Enter a Code (up to 4 characters with upper & lower case letters, numbers and/or normal punctuation marks) to represent this Marketing Area entry.

Description - Enter a brief Description for this Marketing Area entry.

The Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

Click the HelpFilesNavigationMenuSaveIcon to record this Marketing Area entry.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of the records.

 

HelpFilesMarketingAreasGridView

Marketing Areas Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.