Difference between revisions of "How does prospect Contacts Due work?"

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(New page: {{Incomplete}}{{Review}} == Summary == This option is designed to show each salesperson the prospects they are due to contact. From this screen they can record notes against a prospect and...)
 
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== More Information ==
 
== More Information ==
 
Get into "Sales Prospecting" -> "Prospecting Contacts Due"
 
Get into "Sales Prospecting" -> "Prospecting Contacts Due"
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This option is designed to show each salesperson the prospects they are due to contact. From this screen they can record notes against a prospect and record contact details.
 
  
 
You may view or print a list of contacts due for a particular Sales Person using this report. If you view the list on screen you can also record a contact from here or print prospect details.
 
You may view or print a list of contacts due for a particular Sales Person using this report. If you view the list on screen you can also record a contact from here or print prospect details.
  
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*Enter the Salesperson's code. This report will only bring up prospects with this salesperson’s code on.
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*Enter the Salesperson's code. This report will only bring up prospects with this salesperson’s code on.  Note:Initially, the user currently logged into the system shows in the box.
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**If you know their code you may type it in. To search for a code either use {{KeyPress|F1/Shift+F1}} to scroll through the codes available or tap {{KeyPress|Ctrl+F1}} to pop up a search box. Enter their name and tap Enter, then use {{KeyPress|F2}} to select their code from the list.
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**If the employee you wish to view is not shown, you can type thier code should you know it. Alternatively, search for a code by either pressing {{KeyPress|F1/Shift+F1}} to scroll through the codes available or press {{KeyPress|Ctrl+F1}} to pop up a search box. Enter their name and tap Enter, then press {{KeyPress|F2}} to select their code from the list.
 
*Enter a contact date to view all contacts due on or before the date given.
 
*Enter a contact date to view all contacts due on or before the date given.
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*Enter a Contact Type, e.g. Telephone or leave this blank if you don’t want to limit the list to one contact type. You may use {{KeyPress|F1/Shift+F1}} to scroll forward/backward through Contact Types available.
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*Enter a Contact Type, e.g. Telephone or leave this blank if you don’t want to limit the list to one contact type. You may use {{KeyPress|F1/Shift+F1}} to scroll forward/backward through Contact Types available, or press {{KeyPress|Ctrl+F1}} to perform a search.
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*Enter an Interest Category or leave this blank if you don’t want to limit the report to one category. If you want to select a few categories to include/exclude, tap {{KeyPress|Shift+F2}}.
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*Enter an Interest Category or leave this blank if you don’t want to limit the report to one category. If you want to select a few categories to include/exclude, press {{KeyPress|Shift+F2}}.
 
**Enter a range of Interest Categories to include by setting the From and To Category Ranges or you may specify up to 6 categories to include.
 
**Enter a range of Interest Categories to include by setting the From and To Category Ranges or you may specify up to 6 categories to include.
 
**To exclude categories, click the Exclude Tab and set a range of categories to exclude or up to 6 specific categories.
 
**To exclude categories, click the Exclude Tab and set a range of categories to exclude or up to 6 specific categories.
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**Tap {{KeyPress|Escape}} when you have set the Categories to include/exclude in the report.
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**Press {{KeyPress|Escape}} when you have set the Categories to include/exclude in the report.
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*To Print the Contacts Due:
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*You are now shown a list of contacts due, filtered by the search criteria given above.
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**Tap {{KeyPress|F2}} to change the Report type from Screen to Print (top right of screen). Tap Enter from the Interest Category field to print a list of contacts due.
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*By selecting any contact, the following functions come available:
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*To View the Contacts Due:
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**Press {{KeyPress|F5}} – View/Record Contacts
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**Tap {{KeyPress|Enter}} from the Interest Category field to produce a list on screen of contacts due. The line the cursor is pointing at will show a line running across the page to help you keep track of the one you are dealing with.
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***This option will list previous contacts. You may press {{KeyPress|F5}} against one to view or amend the details. Alternatively, press {{KeyPress|F6}} to add a new contact.
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*The following functions can be used from here:
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***Press {{KeyPress|F5}} to record notes against the prospect.
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**F7 – View/Record Contacts
 
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***This option will list previous contacts. You may tap {{KeyPress|F2}} against one to view or amend the details. Alternatively tap {{KeyPress|F6}} to add a new contact.
 
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**F5 - Detailed Notes
 
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***Tap{{KeyPress|F5}} to record notes against the prospect.
 
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**F6 - Print Prospect Details
 
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***This will print all information stored for the prospect i.e. Name, Address, Contact History etc.
 
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**Shift+F10- Add/Edit Prospects
 
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***This will take you into the prospect you are against. You can then edit their details, tap {{KeyPress|Escape}} and {{KeyPress|Accept}} to return to the Contacts Due report.
 
  
 
The Contacts Due report also allows you to transfer prospects from to one Sales Person to another. This option is cannot be reversed so use with caution!
 
The Contacts Due report also allows you to transfer prospects from to one Sales Person to another. This option is cannot be reversed so use with caution!

Revision as of 14:31, 20 March 2009

 This article or section is under development.
Be aware: Content will change as the document progresses.
This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

This option is designed to show each salesperson the prospects they are due to contact. From this screen they can record notes against a prospect and record contact details.

More Information

Get into "Sales Prospecting" -> "Prospecting Contacts Due"

You may view or print a list of contacts due for a particular Sales Person using this report. If you view the list on screen you can also record a contact from here or print prospect details.

  • Enter the Salesperson's code. This report will only bring up prospects with this salesperson’s code on. Note:Initially, the user currently logged into the system shows in the box.
    • If the employee you wish to view is not shown, you can type thier code should you know it. Alternatively, search for a code by either pressing <F1/Shift+F1> to scroll through the codes available or press <Ctrl+F1> to pop up a search box. Enter their name and tap Enter, then press <F2> to select their code from the list.
  • Enter a contact date to view all contacts due on or before the date given.
  • Enter a Contact Type, e.g. Telephone or leave this blank if you don’t want to limit the list to one contact type. You may use <F1/Shift+F1> to scroll forward/backward through Contact Types available, or press <Ctrl+F1> to perform a search.
  • Enter an Interest Category or leave this blank if you don’t want to limit the report to one category. If you want to select a few categories to include/exclude, press <Shift+F2>.
    • Enter a range of Interest Categories to include by setting the From and To Category Ranges or you may specify up to 6 categories to include.
    • To exclude categories, click the Exclude Tab and set a range of categories to exclude or up to 6 specific categories.
    • Press <Esc> when you have set the Categories to include/exclude in the report.
  • You are now shown a list of contacts due, filtered by the search criteria given above.
  • By selecting any contact, the following functions come available:
    • Press <F5> – View/Record Contacts
      • This option will list previous contacts. You may press <F5> against one to view or amend the details. Alternatively, press <F6> to add a new contact.
      • Press <F5> to record notes against the prospect.

The Contacts Due report also allows you to transfer prospects from to one Sales Person to another. This option is cannot be reversed so use with caution!

  • On the Sales Person field enter the person to move prospects FROM
  • Tap <F7> - Transfer.
  • The box that appears has a warning in - please read this carefully before proceeding.
  • Enter the Sales Person code to transfer the prospects TO.
  • Tap <Enter> and you will be asked to confirm you wish to transfer ALL prospects to the new Sales Person.
  • If you are sure you wish to proceed, enter ["Y"] - Yes and tap <Enter>. All prospects will be updated with the new Sales Person's code.

This is a useful option in the event of a person leaving and all their prospects being assigned to another staff Member.

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