Advanced Telesales
System

You will be prompted to add each line:

Customer Name?
Title?
Name prefix?
Phone?
Organization?
Address 1?
Address 2?
Address 3?
Zip code?
City?
State?
Time Zone?
FAX number?
CPU number?
Technical contact?
Contract Address Line 1?
etc.

To add a line:

At the prompt, type in the new information in the blank provided:

Customer Name? Ellen Jensen Title? Systems Manager__

Note

When adding the name of an organization a person's title, the computer will accept only certain abbreviations. If you enter an unacceptable abbreviation, the data will default to the acceptable version.

Next, this new information appears on the right-hand side of your screen as a part of the new record:

Example 11-5 ADD - Information Screen

CHRIS Operator - ADD Prospect Name : Ellen Jensen Title : Systems Manager Name Prefix : Phone : Extension : Organization : XYZ LABS Address Line 1 : Address Line 2 : Address Line 3 : Zip Code : City : State : Time Zone : FAX Number : Prospect Name? EXIT=Exit Advanced Telesales System \=BACK HELP=Help

When you are adding information, you can also:

use the <BACKSLASH> KEY to return to a previous line.
backtrack to a previous screen by pressing []< and entering the number of the screen to backtrack to. For example, to backtrack one screen, type <1 or simply <.
jump to a screen by pressing []> and entering the number of the screen to jump to. For example, to jump to the second screen, type >2, or simply []>.

11.5 To CHANGE Information

Before you make any changes that the salesperson has requested:

Inquire about the Record the salesperson wants changed by either going into INQUIRE (please see section on Inquire) or by going directly into CHANGE. Some operators prefer to go directly into CHANGE. This way, you do not have to go back and forth between CHANGE and INQUIRE.
Verify that you are in the correct record. Do this by checking to see if the prospect number and organization name correspond to those on the Change Request Form.
Verify that the Salesperson making the change request is the same salesperson entered in the database for that account. Do this by advancing to the fifth screen (detailed information product) to check the Salesperson field.
Make sure that all of the information in the record is correct. (It should correspond to the information on the Change Request Form.)
If there is conflicting information, assume that the information the salesperson has given you is the correct information.
Make the necessary changes (see below):

Note

The Operator is NOT authorized to make changes in the COMMENT section after the operator has made the initial comments at the time the prospect was first established in the sales database.

Example of a Change in a Prospect Record:

Suppose you want to change the technical contact for XYZ Labs from Larry Wood to Dave Hopkins.

To change information, choose the CHANGE item. At the Menu Item prompt, enter CHA:

Example 11-6 CHA - Operator

CHRIS Operator - Change Available Selections ADD - Add a new prospect CHA - Change an existing prospect DEL - Delete a prospect INQ - Inquire about a prospect ACP - Add prospect product CHE - Check for similar prospects Miscellaneous EXIT - Exit to Master Menu Item? CHA__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are given a choice of four ways to look up a prospect record. Some operators prefer to call up a prospect record by phone number, as this avoids having to choose among similar company names.

To look at a record by phone number, enter 4:

Example 11-7 View a Record by Phone Number

CHRIS Operator - Change 1) NAME 2) CUSTNBR 3) ORGANIZATION 4) PHONE_KEY Enter key field sequence number? 4__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are prompted to enter the phone number. Enter the 10-digit phone number for XYZ Labs. This phone number should be on the information sheet given to you by the salesperson.

Example 11-8 Enter the Phone Number

CHRIS Operator - Change 1) NAME 2) CUSTNBR 3) ORGANIZATION 4) PHONE_KEY Enter the phone number? 6199421000 EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you will see the first screen used to change information:

At the top of the screen, you see "Operator - CHA":

Example 11-9 CHANGE Screen

CHRIS Operator - Change Prospect Name : Title : Name Prefix : Phone : Extension : Organization : Address Line 1 : Address Line 2 : Address Line 3 : Zip Code : City : State : Time Zone : FAX Number : Prospect Name? Ellen Jensen EXIT=Exit Advanced Telesales System \=BACK HELP=Help

You will be prompted to change each line:

Title?
Name prefix?
Phone?
Organization?
Address 1?
Address 2?
Address 3?
Zip code?
City?
State?
Time Zone?
FAX number?
CPU number?
Technical contact?
Contract Address Line 1?

To make a change in a line:

Use the <RETURN> key any number of times to advance to the line you want to change.
Type in the new data and press [RETURN] to enter it.
Use the <UP ARROW> or the <BACKSLASH> key to return to a previous line.
Type in HELP and receive a screen of helpful information.
Jump to a screen by pressing []> and entering the number of the screen to jump to. For example, to jump to the second screen, type >2.
Backtrack to a previous screen by pressing []< and entering the number of the screen to backtrack to. For example, to backtrack one screen, type <1 or simply []<.

Since you want to change the technical contact from Larry Wood to Dave Hopkins, advance to the technical contact line, using the <RETURN> key. Type in Dave Hopkins over Larry Wood.

Your new line will read:

Technical contact? DAVE HOPKINS__

11.6 To DELETE a Prospect Account Record

To delete a prospect account record, at the Operator Menu prompt, enter DEL:

Example 11-10 DELETE - Operator

ATS V3.2 Advanced Telesales System 10-Jun-1992 OPERATOR Operator Level: 2 Update Selections Group Selections ADD Add Customers VALIDATE Validate a Cust Group CHANGE Change Customers OVERRIDE Override Conflicts DELETE Delete Customers INQUIRE Inquire Customers Mass Mailing Selections ACP Add Cust Product MASS Print Mass Mail Labels ACF Add Cust Flags REPRINT Reprint Prev Mass Mail Miscellaneous SUPPORT Enter Support Sys Reports LABEL Label Request Run MEDIA Sales Media Report BECOMPANY Become Different CONTACT Sales Contact Report Company Maintenance Selections STEP Maint Step Master File SOURCE Maintain Sources CODES Maintain Codes COUNTRIES Maintain Valid Countries Item? DEL__ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Next, you are prompted to enter the phone number:

Example 11-11 Enter the Phone Number

CHRIS Operator - DEL 1) NAME 2) CUSTNBR 3) ORGANIZATION 4) PHONE_KEY Enter the phone number? 6199421000 EXIT=Exit Advanced Telesales System \=BACK HELP=Help

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