CRM Phase 2 - Flipbook - Page 167
Start and
Complete a
Demonstrator
Booking
From within My
desktop select Tools
followed by
Demonstrator
booking
Select the
required booking
within the booking
grid
Select Cancel booking or Reschedule booking and refer to
process 02.011.02 L1 Create a
Booking with a Customer Loaded or
process 02.011.03 L1 Creating a
Booking for a Sales Executive
Yes
Does the booking need
canceling or re-scheduling?
No
Check the Time
started and Actual
return date and
time
Click on Start and
Complete
Refer to process
02.003.01 L1
Creating a New
Contact
This is dependant upon a
parameter setting
Yes
Does a contact
need recording?
No
If the Contact
screen appears
select Cancel
Note the change in the
booking colour, refer to the
colour key
The booking will now
be displayed in the grid
Start and Complete a Demonstrator Booking
02.011.04.L1 9304E
Page 167 of 205
