Prospect Action List

Action: RP_PROACT

The prospect action report list open TO-DOs which greatly expands the capabilities of maintaining and tracking tasks, actions & to-dos for prospects, events and customers.

This report prints all the prospect open TO-DOs items due during the dates specified of with blank TO-DO due dates.

One page is printed per sales associate.

Print prospect TO-DOs due...Date range. You must enter a due date range.

Limit to stores(s)...Only print to-dos for the selected stores.