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Before you perform these
procedures, you should already have run the
Wizard on enough accounts to have built at least a small database.
If you have run the awesome 'Populate Database'
function, this is the next step.
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Wizard Data
Extraction |
Data Extraction Functions search for
customer in your Wizard database. You may search by Rebate Eligibility
Date, Contract date, or unit quantity. This powerful tool takes full advantage of the automated data
collection systems. Every month or as often as you wish, you can
extract a list of customers that are eligible for the 150 rebate
NOW! |
| Start from the Wizard Menu |
If you are in the Action Menu for Repair
Procedures, click the Wizard Menu button lower right in purple.
Left of the Wizard logo. |
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Display the Data Extract Menu |
Click the Blue Data Extract Menu button
half way down the right side. |
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Select 150 Rebate Date |
In
the center of the screen, click the radio button for ‘150 Rebate
Date.’ You will see two calendars appear below. |
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Set Start and
End Dates for Rebate Eligibility Search |
The
start and end dates are used to set the range of REBATE Dates you
wish to locate. By default – it starts from today and spans to 30
days from now. |
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The
first time you extract leads from your Wizard Database, go back
months to locate customers that have been eligible for a while.
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You
can set any dates as long as the start date is earlier than the
stop date |
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The Unit Quantity
extract feature is useful to locate small or large businesses. By
default, the numbers are 2 to 200. You can set these numbers to
extract accounts with 20 to 50 units, 200 to 1000 units, or any
range using these numbers. You may also use it to extract all
customers i.e. 1 to 5000. |
| Click
'Generate List' |
Click the green 'Generate List' button lower right. The Wizard will
open the database and search for units that match your data
request. The extracted customer list file will be saved
automatically. When extraction is complete, the Wizard Menu will
appear. See the extracted list of units in the Data Source Box
below the Active Sheet list and the yellow login buttons. See the
list count to the right. |
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You can extract as
many lists as you wish. The Wizard generates names for these lists
based on the options you select in the Data Extract Menu. Starting
with the creation date, then the type of list, then the date or
quantity range selected. You may open any saved lists to 'work' it.
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Click on a unit
in the "Data Source" box at the bottom of the Wizard Menu. The
fields top right will be populated with data from the unit so you
may click "Lookup-All' to re-lookup all units on each account. This
will extract today's rebate status information, update your Wizard
database, and generate a new spreadsheet proposal! When you
generate a new sheet for an account in the source list, their
account name appears in the Active Sheet List and units from the
account are removed from the source list so you will know when you
are done. The Wizard offers AMAZING profit potential just waiting
to take your business to the next level and beyond. What a powerful
tool! |
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Select one of your lead lists to generate
proposals from. |
To
open a customer list you have already extracted from the Wizard
Database. Click the ‘Open Customer List” button and select the
desired list. Units from the list will appear in the Data source
box. |
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Active Sheet List Upgrade Proposal
Management System |
Click the link
at left to learn how to properly use the Active Sheet List proposal
management system. |
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