Business Plan?

I've received a number of calls lately from our reps asking for reports. The conversation goes one of the two ways: Conversation #1 Mr. Rep: "My manufacturers want to know what jobs we did last year and what our business plan is for them in 2020." Me: "Great! Well, you have lots of information in ISQuote! You know you can run numerous reports that can pull just about any job information that you want. How about the newest Job Matrix Report? This report will show you every job, what manufacturers were quoted, the spec status, architect, engineer salesperson and more!" Mr. Rep: "Love it!" Me: "Additionally, there is the Job Mfg Won/Loss report. This report will show you that hard info

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