Customers Selected

Use the Customers Selected screen to list the customers selected according to the selection criteria previously specified on the Selection Criteria tab.

To access this screen, navigate to the Schedule a Call screen after you have created a Multiple Customers criteria. The Schedule a Call screen appears listing the number of customers selected (link) according to the selection criteria specified. Click this link to open the Customers Selected screen.

The field that appears on the Customers Selected screen is:

Field	Description
Name	The name of the customers selected according to the selection criteria previously specified.

Click on a Name to open the Customer Profile screen.

The button to complete your work on the Customers Selected screen is:

Button	Description
Close	Closes the Customers Selected screen and returns to the Schedule a Call screen.

Not Contacted

Use the Not Contacted screen to display a list of customers that have not been contacted, by salesperson.

To access this screen, navigate to the Sales Support Portal and click the Not Contacted - My column link on the My Calls view.

The field that appears on the Not Contacted screen is:

Field	Description
Name	The name of the customer that the salesperson has not contacted.

Click on a Name to open the Customer Profile screen.

The button to complete your work on the Not Contacted screen is:

Button	Description
Close	Closes the Not Contacted screen and returns to the Sales Support Portal screen.

Security: 996- Customer Profile

Revision: 2025.12