CRM Phase 2 - Flipbook - Page 2
Table of Contents
CRM Phase 2
1.
Creating a Contact ............................................................................................ 13
2.
On Screen Follow-ups ...................................................................................... 19
3.
Creating an Additional Contact (Follow-up Icon) ............................................ 23
4.
Using an Action Button .................................................................................... 29
5.
Changing the Printer ......................................................................................... 33
6.
Printing Multiple Contact Sheets ..................................................................... 35
7.
Printing Single Contact Sheets ........................................................................ 39
8.
Creating an Additional Contact (New Contact Chain) .................................... 43
9.
Changing Follow-up Details ............................................................................. 49
10.
Terminating a Contact ...................................................................................... 53
11.
Closing a Contact .............................................................................................. 57
12.
Recording a Complaint ..................................................................................... 61
13.
Extra Contact Notes .......................................................................................... 65
14.
Today9s Performance ........................................................................................ 69
15.
Statistics ............................................................................................................ 73
16.
Actuals vs Targets ............................................................................................ 77
17.
Contact Analysis Report ................................................................................... 79
18.
Overdue Contact Report ................................................................................... 83
19.
My Enquiries ...................................................................................................... 87
20.
My Wips ............................................................................................................. 89
21.
Spend Analysis ................................................................................................. 91
22.
Customer Letter Templates .............................................................................. 97
23.
Printing a Customer Letter Template ............................................................... 101
24.
Deduplication utility .......................................................................................... 105
25.
Structuring an Ad-hoc ...................................................................................... 113
26.
Saving an Ad-hoc Enquiry ................................................................................ 119
27.
Ad-hoc Exporting Output Methods .................................................................. 123
28.
Re-loading a Saved Ad-hoc .............................................................................. 129
29.
Setting up CSI Survey ....................................................................................... 133
30.
Publishing a survey .......................................................................................... 139
31.
CSI Survey Keying in the results…………………………………………………... 145
32.
Creating a Demonstrator Vehicle ..................................................................... 152
33.
Creating a Booking with a Customer Loaded ................................................. 158
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