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Creating Target Lists for Sales Representatives

A retail sales representative is planning his visits for the next week. Each day, he visits between 40 and 50 different accounts, often spending only a few minutes at each account. Because he is responsible for such a large number of accounts, he needs to be able to track his visits and the activities he performed during those visits.

He determines that the optimal set of accounts for him to visit is the union of accounts that did not place an order last week and have not been audited in the last two weeks. He creates the following two queries. For the first query, he generates a list of accounts that did not place an order last week and saves this list. He creates a second query to generate a list of accounts that have not been audited in the last two weeks and saves this list. He combines the two lists and a target list of 48 accounts is returned. Because this is the list of accounts the retail sales representative wants to visit this week, he assigns the target list to his route for the upcoming week.