Call Monitor: Difference between revisions
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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 /> | ||
<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 /> | ||
<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. | |||
There is also a [[File:Search bar.png|alt=Search bar.png|link=|Search bar.png]] | |||
Once the table loads with the results of what was searched for, the following options will appear with the results: | |||
'''CRM Entry'''<br /> | |||
You can click on [[File:View_Button.png|alt=View_Button.png|link=|View_Button.png]] and it will open up a new page, which will detail when a call back is scheduled. You can then go back to the Customers Account by clicking [[File:Customer_Details.png|alt=Customer_Details.png|link=|Customer_Details.png]] | |||
'''Company Name'''<br /> | |||
This will show you the name of the Company, the name is also clickable to take you back to the Customers Account if needed. | |||
'''Contact Name'''<br /> | |||
This will show you the Contact Name of who to speak to when arranging a call back. | |||
'''Postal Code'''<br /> | |||
This will display the Companies postcode. | |||
'''Customer Type'''<br /> | |||
This will detail whether the Company is Active or Not Active on the system. | |||
'''Call Back Date / Time'''<br /> | |||
This shows the Date and Time that has been arranged to Call Back. | |||
'''Last Event'''<br /> | |||
Last Event will detail the Date and Time, plus what was done, for example, 2020-11-19 09:38:41 Customer Created. | |||
'''Customer Spend (Ex VAT)'''<br /> | |||
This will detail what their spend is with you excluding VAT. | |||
'''Last Ordered'''<br /> | |||
This will show the date and time they last placed an order. | |||
'''Total Orders'''<br /> | |||
This will detail how many orders they have placed in total. The number is also clickable that will bring up a list of orders [[File:Total_orders_button.png|alt=Total_orders_button.png|link=|Total_orders_button.png]] | |||
'''Account Manager'''<br /> | |||
This will show you the name of the Account Manager that is assigned to that Customer Account. | |||
'''Sector'''<br /> | |||
This will detail what Sector the business is. | |||
== | There is also a [[File:Blank.PNG|alt=Blank.PNG|link=|Blank.PNG]] on the left hand side of the table and there are also some drop down options at the bottom of the table: | ||
'''Do Nothing'''<br /> | '''Do Nothing'''<br /> | ||
This is the default option, just in case you click | This is the default option, just in case you click [[File:Submit_changes_button.png|alt=Submit_changes_button.png|link=|Submit_changes_button.png]] by accident.<br /> | ||
'''Revert to Retail'''<br /> | '''Revert to Retail'''<br /> | ||
If you identify a non-B2B customer, you can use this option to change them back to retail.<br /> | If you identify a non-B2B customer, you can use this option to change them back to retail.<br /> | ||
'''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 /> | ||
Select this option to set the call back for today, the default time is 09:00.<br /> | Select this option to set the call back for today, the default time is 09:00.<br /> | ||
'''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_button.png|alt=Submit_changes_button.png|link=|Submit_changes_button.png]]. | |||
Latest revision as of 14:25, 25 March 2026
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.
There is also a 
Once the table loads with the results of what was searched for, the following options will appear with the results:
CRM Entry
You can click on 
and it will open up a new page, which will detail when a call back is scheduled. You can then go back to the Customers Account by clicking 
Company Name
This will show you the name of the Company, the name is also clickable to take you back to the Customers Account if needed.
Contact Name
This will show you the Contact Name of who to speak to when arranging a call back.
Postal Code
This will display the Companies postcode.
Customer Type
This will detail whether the Company is Active or Not Active on the system.
Call Back Date / Time
This shows the Date and Time that has been arranged to Call Back.
Last Event
Last Event will detail the Date and Time, plus what was done, for example, 2020-11-19 09:38:41 Customer Created.
Customer Spend (Ex VAT)
This will detail what their spend is with you excluding VAT.
Last Ordered
This will show the date and time they last placed an order.
Total Orders
This will detail how many orders they have placed in total. The number is also clickable that will bring up a list of orders 
Account Manager
This will show you the name of the Account Manager that is assigned to that Customer Account.
Sector
This will detail what Sector the business is.
There is also a 
on the left hand side of the table and there are also some drop down options at the bottom of the table:
Do Nothing
This is the default option, just in case you click 
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 .