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Andres Toledo

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Overview


Excerpt

This option will allow the user to see the customer call list day by day on the selling screen (Order Entry) according to the customer's "Days of Service".

The admin has to setup the "Use Call List" option to allow the sales person to see it.

 

Any person with an administrator role will be able to set this option for the Sales Team so each person will see it on the selling screen.


Call list setup

To activate this option follow the steps below:

Ui steps
sizesmall


Ui step

Go to Setup > Users

 to see the user's list. Go under the actions column and click on edit to activate the Use call listoption to any user you want.
use_call_list_1.pngImage Removed

 and click on "Company".  Under the "Actions" column click on Edit to view the user options. 


Ui step

Click on the Options tab, check the 

Use call list

Open Call List option and

save

click on Save.

use_call_list_2.pngImage Removed Tip The sales person can also setup


Ui step

Any sales person is able to set up the customer's "Days of Service" by going

to "Home> Dashboard", check up the Top ten Customers widget, select the customer you would like to set the option for, then click on

             CALL4.jpgImage Removed

     3.  Once the days of service option is set up, the sales person can automatically view the customer's call list on Order Entry> Add Order.
             use_call_list_5.pngImage Removed

     4.

to the customer dashboard that he/she want to set this option for. Locate the Days of service tab and select the carrier for each day. 

 

          use_call_list_3.pngImage Removed

 

Image Added

Ui step

Once the Days of Service option is set the system will automatically display the "Call list for today" every time the sales person enters to the Order Entry > Add Order screen.


Ui step

 On the "Call list for Today" screen, the

sales person

salesperson can select the day and check the customer when is contacted.


              use_call_list_6.pngImage Removed
 

  




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