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SM4 - Basic Query of Records Screen 1
The blue, red and green lines allow the user to create any kind of query, across all the company and person data in the system:
However, most of the time the user will select the top query -- which will give the prompt below:
Next Call Date Range
The prompt defaults to a follow up date range from 01/01/1980 to today.
The sales code for the salesperson is automatically filled in.
The Priority Code is to mark certain follow ups as HOT or Important.
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