Displaying Leads Associated Information for a Sales Representative
The Initiative Lead Summary zone on the Sales Representative portal displays the leads that have been assigned to the sales representative. If the representative is a group, leads are summarized for all individuals in the group.
To limit the summary of leads for the sales representative:
1. Select Menu > Sales & Marketing > Sales Representative > Search.
2. Enter your search criteria in the Sales Representative Query zone.
3. Click Refresh.
4. In the search results list, click the link for the sales representative you want to view or manage. The selected sales representative opens in the Sales Representative portal.
5. Specify Start Date and/or End Date to limit the summary to leads created within this date range. If specified, start date must be on or before the current date and end date must be on or after the start date. If left blank, end date is defaulted to the current date.
6. If Only Show Active Initiatives is set to Yes, only leads linked to initiatives in the active state are summarized. Otherwise, leads for all initiatives regardless of status are included.
7. Click Refresh.
The following is displayed in the result set:
• A summary line for each initiative shows the total Lead Count for the individual or group rep.
• A breakdown is included beneath each initiative summary line that shows a subtotal Lead Count by lead state.
• An icon is displayed that allows broadcasting of the representative, initiative, date range and lead state (if available) to other zones on the portal. Lead state broadcast is only available on the subtotal lines.
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