You may have sales rep entries in your system that are duplicated, either from an error in a file that was imported or from a typing error. The example below shows 2 sales rep entries with the same name, but with a misspelling in the second first name. You can remove the unwanted entry(ies) by using MRSweb's Merge duplicate process.
You may have sales rep entries in your system that are duplicated, either from an error in a file that was imported or from a typing error. The example below shows 2 sales rep entries with the same name, but with a misspelling in the second first name. You can remove the unwanted entry(ies) by using MRSweb's Merge duplicate process. In many cases, you won't be able to simply Delete the entry since it will be assigned to Customers, Orders, or Invoices in the system. Instead of manually going through each of those screen to reassign and be able to delete the incorrect Sales Rep entry, the Merge Duplicate process will do all that for you, reassigning all of the associated entries in the system to the Sales Rep entry that you want to keep.
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One of the advantages of using a CRM system is the ability to aggregate data. One of the best ways to form a group is to use terms or attributes to define a company, individual, appointment, journal, or project. In MRSweb, these attributes are called categories.
Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping). In MRSweb you will find categories for Contacts, Appointments, Journals, and Projects. Each of these areas has its own Categories list, so that you can have entries that just apply to that area. When setting up and using categories it is important that all Users in your company be consistent in their use. What are the best selling products for a manufacturer? Who's buying a specific product?
This type of information can be invaluable. Rather than go to the manufacturer and ask for the information, run a report in MRSware to find the answer. As usual, in MRSware, there's more than one way to find out this information. Here's how to run a report showing top selling products by manufacturer. (In the example, we're looking at Toys and Games Co) 1. Click on "Report Explorer" in the Shortcuts panel OR 1. Click on the "Report Explorer" icon on the Shortcuts tool bar |
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