Prospects by Salesperson Report

Members > Members > Prospects by Salesperson

This system default report contains the following columns in this order:

Column Name	Column Description
Sales Person (last, first)	The name of the sales person associated with the transaction with last name first.
Member Name (last, first)	The member's name with last name first.
Barcode	The member's barcode.
Campaign	The campaign by which the member was acquired, as listed in the Miscellaneous section of the Agreement tab on the member page.
Issue Date	The date the member was created, as listed in the Status section on the Agreement tab of the member page.
Expiration Date	The agreement expiration date, as listed on the Agreement tab of the member page.
Referred By Name (last, first)	The name of the member who referred the listed member with last name first.
Primary Phone	The member's primary phone number, as listed in the Demographics section on the Personal tab of the member page.
Work Phone	The member's work phone number, as listed in the Demographics section on the Personal tab of the member page.
Email	The member’s email address as it appears in the Demographics section of the Personal tab on the member page.

 

Report Type	Sorted by	Set Filters	Runtime Filters
Detail	Sales Person (last, first) Member Name (last, first)	Join Status = Prospect	Club Nbr = in list Issue Date = in range Campaign = in list