The Sales Options tab will allow you to filter clients by sales activity. You can use just one filter or a combination of filter options to return the results you want.

 

 

Description

 

Enter a name for the filter you are creating in this field.  It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

 

Check Client Count

 

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

 

No Sales Activity Filter

 

Click this box to return clients who did not purchase in a number of days. The number of days is set in the field below.

 

Sales Filter

 

Check this box to capture clients who meet the sales criteria entered below.

 

Sales Option

 

Choose here if you wish to reach clients who did purchase or clients who did not purchase.

 

From / To

 

Enter a date range to narrow when clients did or did not purchase. Not selecting a date range will return the clients who match the criteria for all time.

 

Sold By

 

Select the employee ID who made the sale (or performed the service). This is optional. Leaving this field blank will return sales (or performance) by all employees.

 

Inventory Type

 

Choose from this drop down to narrow the sales results.

 

Top Sales Clients

 

Enter a number here if you want to only return this number of clients with the highest sales. This can be used with other selections.

 

Purchased Specific Products

 

Select items from the drop down box to only return clients who did (or did not) purchase this item. You may add additional items in each box below.

 

Purchased Specific - Department

 

Choose an inventory department from the drop down selection box to capture clients who did (or did not) purchase from that department.