The user can design, save and store your own Quote Reports in the same way as demonstrated with the Client Reports.
Trips will only be returned in the results if a Quote exists on the Trip file.
Quote Items Description
MyCCT –> Quotes Report includes “Active” column. Report will display the quotes data as per the user selection of Active or Inactive quotes. If nothing is specified in the “Active” column then the report displays only the Active quotes data.
Tip
To track which Trips have been converted from Quotes to actual Sales, follow these steps.
Create a Marketing code called Converted through Tools/Tables/Codes/Marketing Code.
Click on New in Code Table Maintenance and complete the Code and Name fields. Save and then exit.
Each time a Trip file changes from a Quote to an active file update the marketing field on the front Trip Tab to Converted.
A report can then be run to find out what Quotes have been converted to Sales.