Advanced Sales Lookup
Advanced Sales Lookup is designed to help you manage your Sales/Opportunities.
Here is how A.S.L. works: below is the first screen when you load A.S.L.: you can either lookup All contacts with any kind of Sales/Opportunities or apply conditions on the Sales/Opportunities. If you want to apply conditions, click on the Conditions button.
You can apply two conditions. If the first condition allows it (Products, Types, Competitors, Sales Stages), you are given the possibility to select more than one item and to choose between the OR or AND operators.
As you can see in the picture above, you can also lookup for Empty fields. Empty fields may appear when you delete an item (a product for instance) whereas Sales/Opps for this item are still present in the database.
- For the second condition, you can also select more than one item (for the same 4 criterias) but the operator has to be OR.
- The Sales Stages are listed by Alphabetical order and not by Stage number. The Stage numbers are not listed.
- The unregistered version of A.S.L. allows to lookup contacts with Sales/Opportunities but does not allow to apply conditions.