CRM Phase 2 - Flipbook - Page 168
STEP
PROCESS
STEP 1
From within My desktop select Tools followed by Demonstrator bookings.
STEP 2
Navigate to select the required booking using the tools provided.
STEP 3
If the booking is either to be cancelled or re-scheduled select the required icon.
Refer to process 02.011.02 L1 Creating a Booking with a Customer Loaded or process
02.011.03 L1 Creating a Booking for an Executive for assistance.
STEP 4
Check the Time started and Actual return date/time and enter accordingly
STEP 5
To start the booking, click on Start and Complete.
STEP 6
Dependant upon the system parameters a contact may need recording at this point. If
so, a contact screen will prompt automatically, refer to process 02.003.01 L1 Creating
a New Contact.
If a contact is not required and the contact screen is displayed, click onCancel to
return to Demonstrator Bookings.
Start and Complete a Demonstrator Booking
02.011.04.L1 9304E
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