Customers by Salesman

Overview
 

This article will discuss the customers by salesman report. This report lists customers by the Salesman marked in their customer record.


Here's how to get there
Expert: Program Menu > Customer Reports > Customer Income Menu > Customer Income by Grouping > Group 1: Salesman
Elite: Right Menu > Reports > Search: Customer Income by Grouping


From the report generator, select Salesman for Group 1.
 

This report is a drill down type of report where the first screen will look like the following:

You can double click on a salesman in blue font to view additional information.

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Customers by Status
Customers by Price Level