Tip #1710 – How to Run a Report for a New Sales Rep That Will be Taking Over a Territory Without Displaying History

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The following tip explains how you can export Manufacturer and Customer information for a new sales rep without showing the history.

  1.  From the Sales IQ Home screen select the previous sales rep.
  2.  Select the GlobalView tab.
  3.  Change Selector to All.
  4.  Select the Export button.
  5.  When the export is complete a dialog box will appear.  Enter the location where your file is to be saved.
  6.  Enter the file name.csv
  7.  Select the Save button.
  8.  Open the file and from Excel you can remove the Sales columns (or any other information you choose).