Next, you will see the the Organization screen for XYZ Labs, with Ellen Jensen's name listed as contact. You are prompted to enter the name of the product.

To see WIDGETS product information, enter WIDGETS:

Example 4-5 Enter the Product Name

GROVE Phone Calls Calls made: 90 ----Products-------- | | | WIDGETS - GROVE | | | | | -------------------- Prospect Number: 40000 Organization : XYZ LABS Name : Ellen Jensen Phone Number : (619) 455-7000 X Product? WIDGETS_______ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

4.8 Look at the Prospect Information

Example 4-6 Product Information Screen

GROVE Phone Calls Calls made: 90 (619) 455-7000 X Name : BOB TURNER TimeZone : EST (01:30 PM) Org : XYZ LABS Last call : Thu 01-Dec-1991 Cust # : 44331 Next call : Fri 12-Dec-1991 Earlier comments: 12 Call source : 207 09/27 Has received brochure. Likes the idea of a load balancer. 12/12 Wants a demo! Passed to Lucy Jones #555-6000. Contact Her. Also, Jan no longer with co., Ellen is contact now. Press GOLD/F when done EXIT=Exit Advanced Telesales System \=BACK HELP=Help

At this point, you can:

• Add a new comment
• Edit a previous comment
• View previous comments
• Press [RETURN] at the Status prompt to see the information XYZ labs.
• Type in Skip to return to the Organization prompt in order to type in the name of another client whose information you want to see.
• Type in Exit to return to the Master Menu.

Or, you can press [RETURN] to choose the default, STATUS, to obtain additional information about the prospect:

Command? STATUS__

Next, you see additional information on XYZ LABS:

WIDGETS Calls (914) 6797-2222 FAX: Name : Bob Turner Prospect # : _____ Title : System Manager Zone : EST Org : XYZ LABS Salesperson: Add1 : 6000 NORTH HIGHWAY Media type : _____ Add2 : Version : Add3 City :HOUSTON CPU type: Last: Mon 03-Oct-1988 Opr Msg: Source : TG Next: Mon 10-Oct-1988 WIDGETS BROCH 19-Sept-1988 09/27 Has received brochure. Interested. Call him back in two weeks. ______________________________________________________________________ ______________________________________________________________________ Status? COMMENTS

From this screen, you can:

• type SKIP at the Status prompt to see a screen of information on the next prospect you want to view),

  or

• Press [Ctrl/Z] to return to the Master Menu.

You may sometimes be interrupted when making a series of calls to prospects. For example, another prospect may call you to ask for additional information about a product.

The Sales System allows you to to jump to this new prospect's record without losing your place in the series of calls you were making. You can help your caller. Then, when you have finished, you can instantly return to calling your list of prospects.

Example:

Suppose you are about to call XYZ Labs, one of your prospects on the list to be called. You are looking at the XYZ Co. Calls screen:

Example 5-1 Call Screen - XYZ Labs

WIDGETS Calls Calls made: 47 (914) 6797-2222 Name : Bob Turner Timezone : EST (05:10 PM) Org : XYZ LABS Last call : Cust # : 36541 Next call : Tu 10-Mar-1992 Call source: SL Earlier comments: 42)Wed Feb 15 '92 08:34 AM WIDGETS GROVE: Has received brochure. Likes the idea of a load balancer. Call him back in two weeks._________________ 43)Tues Mar 10'92 02:35 PM WIDGETS GROVE: Requested VMS tuning infor and report___________________ Command? STATUS__ Enter ADD, commnt no. to edit, NEXT, PREV., FIRST, LAST, PRINT, STATUS EXIT = Exit Advanced Telesales System \ = Back HELP = Help ----------------------------------------------------------------------

While you are looking at the XYZ information, BNC Computers contacts you for some information.

To bring up BNC's information:

• press [CTRL/Z] to return to the Master Menu.
• Choose the PCALL item.
• At the Organization prompt, enter the name of the company, BNC.

Next, you see BNC's information, talk with them for a while, and then want to go back to making your calls.

5.2 Resume Making Your Calls

To Resume Calling where you left off, e.g., to resume calling XYZ Labs:

• Pres [CTRL/Z] to return to the Master Menu.
• Choose the RESUME item.
• At the Master Menu Item prompt, enter RES:

Example 5-2 Resume

ATS V3.2 Advanced Telesales System 10-Jun-1992 MAIN Master Menu Level: 1 Call Selections Special Functions CALL Call Prospects OPERATOR Operator Functions PCALL Call (one prospect) MANAGER Manager Functions RESUME Resume Calling Word Processing Reports EDIT Edit/Create Ltrs REPORT Prospect Call Report PROOF Proof Ltrs/Spell DAILY Daily Call Report LASER LASER a Letter STATUS Daily Status Mailing DIR Directory of Ltrs Other Selections MISCELLANEOUS INQ - Prospect Inquiry MAIL VMS MAIL Facility CHE - Check Similar Customers REMIND Remind SYS - VMS Syst Commands LOG - Log Off Sales Sys Item? RES__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

You are immediately returned to the same Calls screen you were looking at for XYZ Labs:

Example 5-3 RESUME - Return to XYZ Labs Screen

WIDGETS Calls ___________________________________________________________________ WIDGETS Calls Calls made: 47 (914) 6797-2222 Name : Bob Turner Timezone : EST (05:10 PM) Org : XYZ LABS Last call : Cust # : 36541 Next call : Tu 10-Mar-1992 Call source: SL Earlier comments: 42)Wed Feb 15 '92 08:34 AM WIDGETS GROVE: Has received brochure. Likes the idea of a load balancer. Call him back in two weeks._________________ 43)Tues Mar 10'92 02:35 PM WIDGETS GROVE: Requested VMS tuning infor and report___________________ Command? STATUS__ Enter ADD, commnt no. to edit, NEXT, PREV., FIRST, LAST, PRINT, STATUS EXIT = Exit Advanced Telesales System \ = Back HELP = Help ----------------------------------------------------------------------