The Incoming Service Visit Report enables salespeople to connect with their customers and/or potential customers for possible upsell opportunities.
Navigate to: Sales > Reports > Sales > Incoming Service Visits
1. Select report parameters such as:
- Report Type - Summary (short synopsis) or Detail (detailed view of information)
- Blank Salespeople - No sales associate assigned
- Inactive Employee - Sales Associate no longer at the dealership
Tip: Choosing [Yes] for Blank Salespeople and Inactive Employee will show customers coming in for service who are not currently assigned to a Salesperson. This can create more opportunities for upselling and establishing connections with new prospects.
2. If you consistently run the same report with the same parameters, you can 
to simplify the process of running future reports.
3. Select Run Report.
4. You can easily make any adjustments to the report by selecting 
.
5. Share 
the report with anyone who has VUE access and/or download it to an Excel or PDF file 
.
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