- Open Data Explorer and click the Contacts button
- In the Your Contacts box click the OK button to start the search
- Now search by Type which can be found in the Categorisation section
- In the box that appears, select the contact type: Rainmaker (face to face) and/or Rainmaker (remote)
- Click the OK button to carry out the search
The number that appears represents all the Rainmaker contacts made on your area (not necessarily by you). Click on the number to display the contacts list
To find your own contacts, or just those made by a single user, add a search from the All section: Recorded By (Active Emps)
The list can be sorted and filtered as required
To limit the search to contacts made during a particular time frame, add a further search from the All section: Date Range
To obtain a list of customers seen, add a search from the Convert section: Convert To Customers