RB User Guide > Inquiry > Marketing Inquiry > Evaluating your business by resource

Finding new resources

RB9 only

Find resources added during a particular time period. Review each new resource’s details to check for errors. Print envelopes and labels for sending welcome cards or new employee packages. Export results to save and create reports.

1. Select resource status

   1. Inquiry > Marketing Inquiry
   2. Select Resources in the Category drop-down.
   3. Leave Type as New, the default.

2. Update required information

   *Entered From/*Entered To (required) default is current month to date. To view new resources within a different time period, change date range (see Date Navigator).

3. Restrict results

   Notification Type – Default is Main. Click to select one or more email categories to search by. See Managing notification emails.

4. View resources & print envelopes/labels

   Click . All new resources that fit the search criteria appear in the results pane.

   • To view/update a resource’s details, click their hyperlinked Resource listing. See Updating resources.
   • To print envelopes/labels:
     1. Check the box next to Resource in the header to select all results, or check the box(es) next to individual resource(s) to select specific results.
     2. Click Print Envelopes and Labels. See Printing envelopes and labels.

   NOTE: Save the results

   To export and save the results, click and select an export file type. See Exporting & printing results.

Reference

• Date Navigator

Step-by-step instructions

• Finding non-assigned resources
• Finding your busiest resources
• Finding zero-pay resources
• Finding highest compensated resources
• Finding highest commissioned resources
• Managing notification emails
• Updating resources
• Printing envelopes and labels
• Exporting & printing results