Inquiry Reports: Viewing and Using

All the inquiries you receive are listed on the Inquiry Report page. If there are multiple requests from one email address they are consolidated and only one report is displayed.

If more than one person uses the same email address to request a Market Snapshot report, the Inquiry Report page will display the name of the first person to make the request. The additional names can be viewed on the Market Snapshot Status Report page.

Note: You can access the Market Snapshot Status Report by clicking the number (if more than 0) in the # MS's column beside the item you want to see.

To view inquiry reports:

1. Open the Inquiry Report page. How?

   • From the Top Marketer Control Panel > Inquiries select Inquiry Report.

2. Specify the date range for the inquiries you want to view, using the calendars beside the Start Date and End Date fields .

3. (Optional) Filter the report by including the first or last name, email address or agent source.

   Note: You can use an asterisk as a wildcard to search on any of these fields.

4. Select the inquiry source from the drop-down list.

5. Click Reload Report.

   Tip: Click a column heading to sort by that category.

6. Perform any of the actions described below.

7. Click Back to return to the Control Panel.

To view the full list of Market Snapshots for a single email address inquiry:

• Click the number in the # MS's column beside the relevant inquiry. (Must be more than 0.)

To view the original inquiry from an email address:

• Click to open the Market Snapshot Status Report.

To view report details of a single email address inquiry, if there are multiple:

1. Click the number in the # MS's column.

   The Market Snapshot Status Report appears, displaying all the instances.

2. Click beside an item to view Snapshot details.  

To generate a Market Snapshot:

• Click beside the relevant inquiry to open the Market Snapshot Request page.

To delete an inquiry:

• Click beside the item then click Yes to confirm.

The inquiry (lead) is removed from this report and from all reports generated from this lead.

For Top Producer Online users, a note is inserted into the contact record for whom the Market Snapshot inquiry was deleted.

To export or edit the report:

1. Click the icon at the top right side of the report. The File Download dialog opens.

2. (Optional) Open the report and edit.

3. Click Save and save the report to your desktop.