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The key to solving any business problem is breaking it down into smaller, addressable pieces that you can tackle in order. The same is true of information management. With TrackVia, you can "slice and dice" your database records into usable "groups" - by status, by category, by due date - using any criteria you can think of. Here are some real-world examples:
- See all sales leads updated within the last 30 days
- See all sales leads updated between April 1, 2006 and April 30, 2006
- See all sales leads "closed" by a specific account rep this year
- See all follow-up tasks with a due date in the upcoming week
- See all clients in the state of Minnesota with revenues more than $5 million
Now that you've built and saved your views, act on them!
- Mail merge into your form letters
- View the records in an interactive map
- Print labels onto Avery templates
- Change a status field of all records at one time
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