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Help Overview


Overview: The Major Features of Your Readerboard Service:

  1. Allow members of your sales team access to readerboard reports with their own user accounts. ...click for more
  2. Have prospects researched with the click of a button ...click for more
  3. Delegate prospects between members of your sales team ...click for more
  4. Trace prospects for follow-up in a future calendar quarter ...click for more
  5. Export readerboard data ...click for more
  6. Search within your dataset using your own criteria ...click for more
  7. Run special reports instantly ...click for more

Navigate:

How to: Add a new user to the system
How to: Research Prospects
How to: Delegate Prospects to Members of Your Sales Team
How to: Trace prospects for follow-up
How to: Export readerboard data
How to: Search within your dataset
How to: Run special reports


All Reports and Functionality Copyright 2012 Competitive Marketing Exchange, Inc.