Training Guide (coming soon)¶
The objective is to set appointments for the salesperson; this moves CL Leads into CL Sales.
How to use the Recall List¶
Only show leads with a previous call that have a recall date.
How to use Recall from Notes¶
Similar to Recall Lead List but only searches notes. Only searches status 1000 at this time.
How to use Call New Leads¶
Only show leads with no recall date or no previous notes taken.
How to use Leads by Status¶
Show leads by status code. Make calls by Assignment Date.
How to use Call History¶
Show all calls made by day.
How to use Call Summary¶
Show total number of calls by day and more.
How to use Leads¶
Leads brought in by various methods of marketing based on Lead Source entries.
How to use Charts¶
Show progress of the number of calls and appointments.
CL Sales¶
The process of selling a client begins with the appointment.
Updates¶
- Forward/Next/First/Last record navigation
- Lists by Status: Appointment, Bids and Ready for CL
- Bid Appointments is now called Appt History
- Bid Production is now called Bid History
Quick Reference¶
Menus are located at the four corners of the screen. Select one of the lists from the top left cornermenu. Select records from lists by double-clicking on the row. Controls are located at the top of each page.
Top Left Corner Menu¶
| Option | Brief Description | SLID |
|---|---|---|
| Sales by Status | Lists by individual status code. | User Select |
| Appt List | Only show prospects with appointments not yet bid. | 1070-1079 |
| Bid List | Prospects with a bid. | 1080-1089 |
| Sold List | Bid complete, sold and prepare walk-thru. | 1090-1099 |
| Recent Clients | Recently started clients. | 1100-1102 |
Bottom Left Corner Menu¶
| Option | Brief Description |
|---|---|
| Status 01 (report) | Show prospects with 01 status from Telemagic. |
| Appt History (report | Show bid appointments by date entered in prospect record (not using history). |
| Bid History (report) | Show bids by date entered in prospect record (not using history). |
| Missed Appt History (report) | Show missed appointments. |
| # Data Entry Tips |
Top Buttons¶
Move the mouse over any button and wait to see if a popup message appears with instructions.
Generating a PID¶
The system automatically generates a PID when there is none to start with. If you wish to have the system regenerate a new PID, remove the current PID and reload the form.
Copy Address¶
Click the to copy the address to the site address.
Popup Calendar¶
Double-click any date field and a calendar should pop-up.
Tab Key¶
Use the Tab-Key to move to the next field. Shift-Tab moves to the previous field.
Undo¶
If you make a mistake on a field, press Ctrl-Z (or Cmd-Z on Mac) to Undo. Continue pressing it to undo multiple changes.
Drop Down Menus¶
Any field on a form that has a drop down menu allows the user to use the keyboard to jump to items in the list. For example, from the State field menu, quickly type FL to select Florida. You can do this without showing all the states if you just tab to the field and type FL.
Notepad¶
Double-click the Notepad to add a new line. To cancel, don't type anything - just reload the form. It won't save the date and initials unless you type something.
Quick Reference¶
The menus are located at the four corners of the screen. Select one of the lists from the top left cornermenu. Select records from lists by double-clicking on the row. Controls are located at the top of each page.
Top Left Corner Menu¶
| Option | Brief Description |
|---|---|
| Leads by Status | Show leads by status code. Make calls by Assignment Date. |
| Recall List | Only show leads with a previous call that have a recall date (not including appointments). |
| Recall from Notes | Similar to Recall Lead List but only searches notes. Only searches status 1000 at this time. |
| Follow-up | Appointments and Bids with Follow-up Recall Date are listed. |
| Call New Leads | Only show leads with no recall date or no previous notes taken. |
| Follow-up | Check on status of appointments and bids. |
Bottom Left Corner Menu¶
| Option | Brief Description |
|---|---|
| Call History | Show all calls made by day. |
| Call Summary | Show total number of calls by day and more. |
| Leads | Leads brought in by various methods of marketing based on Lead Source entries. |
| Charts | Show progress of the number of calls and appointments. |