Method Community

How do you print a hard copy of the information on the Sales oppertunities Screen?  How do you print a lead sheet?

Thank you,

Angelo

Angelo,

Currently there is no report to do this in Method, but you can create a Method Report based on the Opportunity table and use that to print a hard copy of the information. You can create a list of customers that are leads using Sales Center > List Builder that list can then be exported to Excel and printed.

-Michael 

Thank you for your response.  Your suggestion works for creating a list as you suggested, but does not create the information Sales team needs to go with them on a sales call (lead sheet).  Any other ideas?

Thank you,

Angelo

Angelo,

The only other option is to create a Method Report. If you look at our webinar section, we have videos on how to create reports.

-Michael

IF i were to build the report with report designer, Will i be able to print from the sales oppertunities screen, or Do I have to re-enter all the information?

Caliper,

Method reports can pull any information that you have entered into method. You won't have to re-enter anything .

-Michael