Results Panel

The Results panel is used to view information about customers after a search is performed using the Campaign Criteria panel. Information can be displayed in either the Graph view or the List view.

The Results panel displays on the Sales Campaign screen. To access the Sales Campaign screen, click the (Sales Campaign) icon.

The number of customers matching the search criteria displays at the top of the Results panel. In addition, the following tabs are available on the Results panel:

• Graph View tab. The Graph View tab is used to compare the number of customers based on information such as the customers' current vehicles, the customers' proposed vehicles, or the maturity of the customers' current deals.
• List View tab. The List View tab is used to review detailed information about the service leads included in the search, such as the lead status and any proposals currently associated with the customer.

Note - The default format of the Results panel can be defined on the Results Defaults window

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