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

Revision as of 09:12, 25 March 2009

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.
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..
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>.
You are now shown a list of contacts due, filtered by the search criteria given above. The contacts are priority sorted and colour coded from 'Red' to 'Green'.
Select a prospect and use the <F5> key to record a new contact or amend an existing contact record.
Records will be removed from the list once a new contact date which is greater than the one entered above is recorded.

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Keywords AND Misspellings

Prospect contact

@@ Line 1: / Line 1: @@
-{{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 record contact details.
 == More Information ==
-Get into "Sales Prospecting" -> "Prospecting Contacts Due"
+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 {{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 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.
+*Enter a {{DataPrompt|Contact type:}}, e.g. Telephone or leave this blank if you don’t want to limit the list to one contact type..
-*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 an interest {{DataPrompt|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|S-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.
+*You are now shown a list of contacts due, filtered by the search criteria given above. The contacts are priority sorted and colour coded from 'Red' to 'Green'.
-**To exclude categories, click the Exclude Tab and set a range of categories to exclude or up to 6 specific categories.
+*Select a prospect and use the {{KeyPress|F5}} key to record a new contact or amend an existing contact record.
-**Press {{KeyPress|Escape}} when you have set the Categories to include/exclude in the report.
+*Records will be removed from the list once a new contact date which is greater than the one entered above is recorded.
-*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 {{KeyPress|F5}} – View/Record Contacts
-***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.
-***Press {{KeyPress|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!
+{{FAQ}}{{KB_Tags|Prospect contact}}{{KB_SP}}
-*On the Sales Person field enter the person to move prospects FROM
-*Tap {{KeyPress|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 {{KeyPress|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 {{Button|"Y"}} - Yes and tap {{KeyPress|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.

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

Revision as of 09:12, 25 March 2009

Summary

More Information

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