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Prospect Listing Report

Action: RP_PROSLIST

This report prints a list of prospects for the criteria enter and includes the Wedding date, Bride Name, Address, Sold date (date the ticket was created for the bride), Register date, Work Phone, Home Phone, Sales Associated that registered bride email. The report totals the number of prospect selected by the criteria.

Criteria

Wedding Dates or Register Dates...select either Wedding Dates or Register Dates to limit printing by a entered date range for the selection

Category...This refers to the inventory category of the merchandise entered on the Prospect's Interest form. Leave blank for all categories. Or enter a single category or multiple categories separated by commas. Use the look up binoculars to select categories.

Vendor...This refers to the inventory vendor of the merchandise entered on the Prospect's Interest form. Leave blank for all vendors. Or enter a single vendor or multiple vendors separated by commas. Use the look up binoculars to select vendors.

Store(s)...This selection is only available in multi-store installations. This refers to the store that registered the prospect(s). Leave blank for all stores. Or enter a single store or multiple stores separated by commas. Use the look up binoculars to select stores.

Style Code...This refers to the inventory style of the merchandise entered on the Prospect's Interest form. Leave blank for all styles. Or enter a single style. Use the look up binoculars for help to select a style.

Price Point Range...This refers to the inventory merchandise entered on the Prospect's Interest form. Leave blank for any price point range. Or enter a price range. The first field is the minimum price and the second field is the maximum. The system will only select prospects with merchandised entered on the Interest form that fall between the minimum & maximum price (current price entered in inventory for the item).

Discontinued after date...Limit prospects by items that are listed on the favorites that are or will be discontinued after the entered date. These items need to have the discontinue date entered within inventory for the styles. This is how ProfitSystem knows the discontinued date for ANY style selection based upon items entered on favorite list that are discontinued after a user entered date

Sales Associate...This field refers to the Sales Associate that registered the prospect. Leave blank for any SA or enter a single SA to list only their prospects. Use the look up binoculars to select a SA.

Prospect Type...This field refers to the Prospect/Customer Type entered on the Prospect form. Leave blank for all Types or enter a single Type to list only those that match. Use the look up binoculars to select a Type.

Prospect Source... Select the advertising source that drove the prospect to your store. Leave blank for any source.

WEBREQUEST is a source code used by the BBL marketing module when inserting web form prospects into the prospect. This code should appear in your source file so you may report on those prospect entries created by the marketing web forms. If it does not please go to that form and add it. Found in Housekeeping-> General Setup-> Customer Source

Who have purchased or Who have NOT purchased or ALL...Limit your list by whether the Prospect has had an event registered. The system determines this by the presence of a Event Number on the Prospect form. If a event number is present then the Prospect is considered as purchased, blank/empty the Prospect is considered NOT purchased.

Sort Order

Wedding Date or Name or Zip Code...The sequence of the listed prospects is controlled by this selection. Wedding/Event date or Bride's name or Bride's zip code.

The SOLD column on the report is filled in with the Bride's ticket's oldest SALE date. Creating the event from the prospect does not complete the sales date. ​

Buttons

OK...Process the criteria and run the report.

Cancel...Quit without running the report.