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Quick access to sales ( or other disposition)
Posted:
Mon May 28, 2007 11:15 am
by aster1
In few of our campaigns we transfer sales at a later time ( few hours maybe ) to out clients . Once a agent dispositions the lead as sale .. i think there must be some page in admin panel that shows all sales for the current day or for date we enter and a quick way to call them .. or list of all sales made in agent interface for agents with higher user level or closers .
Posted:
Mon May 28, 2007 8:30 pm
by mflorell
There currently is no screen or script that shows this, I usually recommend using PHPMyAdmin to view sales in the format that you need to see them in.
We are working on a basic lead viewer/exporter for the 2.0.4 release.
Posted:
Tue May 29, 2007 3:13 am
by aster1
Yeh basic lead viewer would be great ! I dont want any of agent to use phpmyadmin and watch over whole database . Currently we click on agent stats report for each agent that has direct link to lead id for the sale made by specific agent on the specified day but having all sales for a day in one window would be great ( for those who dont know how to use phpmyadmin )
Posted:
Thu Apr 03, 2008 11:35 am
by gerski
hello matt, i have upgraded my system to 2.0.4
i can see the sales but i can't download the file.. also can you tell me more about AST_VDsales_Export.pl? i have changed the ftp to my ftp server but it doesn't send anything..
Posted:
Fri Apr 04, 2008 12:51 pm
by mflorell
Have you tried running the sales export script manually with the --debugX flags?