On each of these functions, the filters can be used for individuals, departments, Client Type and Sales made by clicking "Filter" Fig.1 (6). The highlighting of fields is based on the colour code system defined and can be seen by hovering over the coloured dots on the left Fig.1 (7)
The "Flagged" Client Type tab Fig.2 (1) is populated with all clients who are assigned to the user but have not been assigned a Client Type yet.
The 'Under Review' tab Fig.2 (2) will be populated with companies that have been allocated to that status following 'Formal Review' by management. This will have occurred where a manager has decided that progress/updates are not being made and the assigned Exec needs to take appropriate action.
Click "Quality" Fig.4. On each Client Type, the background colour of each field shows if it contains data - Green contains data, red does not contain data.
The dot colour displays if the contact has Opted-in (Green), Opted-out (red) or no answer (yellow) of mass marketing communications.
Click "History" Fig.5.
Use filters at the top to display how many steps for each client journey, start and end dates, task types, Execs, Level (Client Type) and whether displayed Ascending or Descending date order. Fig.6 (1). Click "Filter". To exit the view, click "Clients" Fig.6 (2)
Use the filters at the top to display the Group (multiple CRMs), the Station (count by each rep within CRM), the Exec (individual businesses), start and end dates, task types, Execs, and Levels (Client Type). Fig. 8 (1). Click "Filter". To exit the view, click "Clients" Fig. 8 (2)