Difference between revisions of "Call Monitor"
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| + | ===In This Section=== | ||
This is the CRM Call Monitor, the selection criteria defaults to the current operator. | This is the CRM Call Monitor, the selection criteria defaults to the current operator. | ||
| − | == Filter Options == | + | == ''' Filter Options ''' == |
'''Customer Type'''<br /> | '''Customer Type'''<br /> | ||
Here you can specify the customer type to display.<br /> | Here you can specify the customer type to display.<br /> | ||
| + | All Customers/Prospects.<br /> | ||
| + | leads only.<br /> | ||
| + | prospects only.<br /> | ||
| + | Customers only.<br /> | ||
'''Operator'''<br /> | '''Operator'''<br /> | ||
Depending on your access level, you can change the Operator selection here.<br /> | Depending on your access level, you can change the Operator selection here.<br /> | ||
| + | |||
'''Filter Call Backs'''<br /> | '''Filter Call Backs'''<br /> | ||
Here you can select Overdue, Today, Future or No Call Back Set.<br /> | Here you can select Overdue, Today, Future or No Call Back Set.<br /> | ||
| + | All call backs <br /> | ||
| + | Overdue call backs.<br /> | ||
| + | Todays call backs. <br /> | ||
| + | Future call backs. <br /> | ||
| + | No call back set. <br /> | ||
'''Filter Sectors'''<br /> | '''Filter Sectors'''<br /> | ||
| − | Here you can select a Sector to filter by.<br /> | + | Here you can select a Sector to filter by using the drop-down menu bar.<br /> |
| + | |||
| + | Press [[File:Filter-Results.PNG|alt=Filter-Results|link=|Filter-Results]] once done. | ||
| − | == Main List == | + | == ''' Main List ''' == |
Here is the listing of the CRM records filtered using the options above. | Here is the listing of the CRM records filtered using the options above. | ||
| − | == Bottom Options == | + | == ''' Bottom Options ''' == |
| + | |||
'''Do Nothing'''<br /> | '''Do Nothing'''<br /> | ||
This is the default option, just in case you click "Submit Changes" by accident.<br /> | This is the default option, just in case you click "Submit Changes" by accident.<br /> | ||
| Line 25: | Line 39: | ||
'''Put in the Trade Pool'''<br /> | '''Put in the Trade Pool'''<br /> | ||
| − | If you do not wish to pursue this customer for any reason, use this option to put them | + | If you do not wish to pursue this customer for any reason, use this option to put them into the main Trade Pool.<br /> |
'''Set Call Back for Today'''<br /> | '''Set Call Back for Today'''<br /> | ||
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'''Bulk Assign to Sector'''<br /> | '''Bulk Assign to Sector'''<br /> | ||
Use this option alongside the second drop-down to assign the selected CRM/Customers to a specific sector. | Use this option alongside the second drop-down to assign the selected CRM/Customers to a specific sector. | ||
| + | |||
| + | Once done click [[File:Submit-changes-green.PNG |alt=submit=|submit]]. | ||
Latest revision as of 11:30, 4 November 2021
In This Section
This is the CRM Call Monitor, the selection criteria defaults to the current operator.
Filter Options
Customer Type
Here you can specify the customer type to display.
All Customers/Prospects.
leads only.
prospects only.
Customers only.
Operator
Depending on your access level, you can change the Operator selection here.
Filter Call Backs
Here you can select Overdue, Today, Future or No Call Back Set.
All call backs
Overdue call backs.
Todays call backs.
Future call backs.
No call back set.
Filter Sectors
Here you can select a Sector to filter by using the drop-down menu bar.
Press 
once done.
Main List
Here is the listing of the CRM records filtered using the options above.
Bottom Options
Do Nothing
This is the default option, just in case you click "Submit Changes" by accident.
Revert to Retail
If you identify a non-B2B customer, you can use this option to change them back to retail.
Put in the Trade Pool
If you do not wish to pursue this customer for any reason, use this option to put them into the main Trade Pool.
Set Call Back for Today
Select this option to set the call back for today, the default time is 09:00.
Bulk Assign to Sector
Use this option alongside the second drop-down to assign the selected CRM/Customers to a specific sector.
Once done click 
.
