REPS 101 - Online FAQ

How to Enter Re-inquiries

Posted by Taylor Reporting Solutions, LLC on May 23, 2016 at 4:25 PM Comments comments (2)

What is a re-inquiry?

"Re-inquiry" is the label REPS uses to describe each time an existing lead reaches out to you in response to some sort of marketing tactic you've put into the market place. They may be responding to a post card, an ad they saw in the newspaper, or might be calling because their friend told them they should attend an event. Any time a lead who is already in your database calls you (or emails you) and says some version of "hey, I saw your name on that new [in...

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How to Export a List of Email Addresses

Posted by Taylor Reporting Solutions, LLC on October 22, 2015 at 10:35 AM Comments comments (2)

To get a list of leads’ email addresses, you'll need to export a report which includes the fields pertaining to email from your database.

Refer to the image as you read the five steps explained below.

1. From the Home screen, click on the Reports button.

2. From the list that pops up to the right, click on Contact Listing which will bring up a wind...

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How to See Changes in Status Code Over Time

Posted by Taylor Reporting Solutions, LLC on April 10, 2015 at 4:25 PM Comments comments (0)

REPS doesn't make it easy to see how the status code of a specific lead has changed over time. Sure, you can look up each activity and see if things changed from one to the next, but shouldn't there be an eaiser way to get a snapshot?

Of course there is! 

You can look at a Completed Activity Log for JUST that person, which will give you the history of intereactions as well as the progression of the status codes over time!


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Want to Know How Many People You Have in Each Status Code?

Posted by Taylor Reporting Solutions, LLC on January 8, 2015 at 9:55 AM Comments comments (1)

This is actually a great report that has lots of useful applications once you understand how it works. Here's how to run a simple report to get the count by status code.

  • Reports -> Analysis -> Lead Count Analysis
  • Change “Leads by” to Status Code

You don’t need to make any other changes to the report set up. Just hit Print.

If you want to look at the current status code of leads added during a certain time frame (like if you wanted ...

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Active Leads with Nothing Scheduled

Posted by Taylor Reporting Solutions, LLC on December 24, 2014 at 10:50 AM Comments comments (0)

Want a list of all your active leads who don't have a follow-up activity scheduled? It's easy. Here's how:


Reports -> Marketing -> Contact Listing


In Selection Criteria:

1. In Sales Counselor, choose yourself

2. In Status Codes, select the codes you use for active leads

3. In the Next Cont Date field (quite close to the bottom), add one exclamation point in the From column, which gives you everyone who has a BLANK next...

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