CRM Phase 2 - Flipbook - Page 70
STEP
PROCESS
STEP 1
Follow Up
The grid displays follow-ups planned for today and any existing follow-ups which have
become overdue. To help distinguish between the different types of follow-ups the
help legend will detail the different coloured contacts.
Select the Help option from the toolbar, select Legend from the drop down list:
To select one of these follow-ups, left click on the required follow-up the customer
record is then loaded displaying the contact history against the Summary tab.
STEP 2
Enquiry Events
Enquiry events displays the users current events within the Showroom module. Here
it identifies when an enquiry was started, ended and the time lapsed between, again
the legend is available from the Help menu:
Access to the showroom enquiry is possible by right clicking on the enquiry line and
either selecting View enquiry or View customer.
Today9s Performance
02.013.07.L1 9304E
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