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Next, you will see the screen used to delete information:
| Example 11-12 DELETE Screen |
|---|
CHRIS Operator - Delete
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 :
Delete this record (Yes or No)? No__
EXIT=Exit Advanced Telesales System \=BACK HELP=Help
|
To delete the record, enter Y; otherwise, enter N. When the record has
been deleted, a message will appear: "Record deleted".
11.7 To INQUIRE about a Prospect Record
Suppose you need to look up the record of a prospect, XYZ labs. You want to check to see if you recorded a purchase order number for your product. The contact person you have dealt with is Ellen Jensen.
To inquire about the record for XYZ Labs, at the Master Menu Item prompt, enter INQ:
| Example 11-13 INQUIRE |
|---|
ATS V3.2 Advanced Telesales System 15-Jun-1993
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 Customer Flags REPRINT Reprint Previ Mass Mail
Miscellaneous Reports
SUPPORT Enter Support System MEDIA Sales Media Report
LABEL Label Request Run CONTACT Sales Contact Report
MAKE Make Miscellaneous Labels
TRANSFER Transfer Leads Maintenance Selections
BECOMPANY Become Diffrnt Company SOURCE Maintain Sources
APPROVAL Approval of Held Faxes CODES Maintain Codes
COUNTRY Maintain Valid Cntries
Item?____
EXIT = Exit \ = Back HELP = Help
|
Next, you see the first screen used to inquire about a prospect. You can look up the prospect four ways. This is useful, for instance, when you can remember the contact person's name but not the exact spelling of the company name. To look up the prospect by the NAME of the contact person of the organization, at the Key field sequence prompt, enter 1:
| Example 11-14 Enter the Sequence Number |
|---|
OPERATOR - Inquire
1) NAME
2) CUSTNBR
3) ORGANIZATION
4) PHONE_KEY
Key field sequence number? 1________
EXIT=Exit Advanced Telesales System \=BACK HELP=Help
|
Next, you are prompted for the Name of the contact person in the organization. Since you know XYZ Lab's contact person is Ellen Jensen, enter her name at the name value prompt:
| Example 11-15 Enter the Contact Person's Name |
|---|
CHRIS OPERATOR - Inquire
1) NAME
2) CUSTNBR
3) ORGANIZATION
4) PHONE_KEY
Enter name value? Ellen Jensen__
EXIT=Exit Advanced Telesales System \=BACK HELP=Help
|
Next, you see the record for XYZ labs.
For further information, please see INQUIRE, Chapter __________.
11.8 To ADD a Prospect Product
You may also be requested by a salesperson to enter a new product for a prospect.
A salesperson may ask you to add a product in addition to the WIDGETS product you already have listed for a prospect. You may be asked to list, for example, INTOUCH, the Next Generation database language.
To add a product, at the Master Menu Item prompt, enter ACP:
| Example 11-16 ACP - Add Customer Product |
|---|
CHRIS Operator - ACP
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? ACP__
EXIT=Exit Advanced Telesales System \=BACK HELP=Help
|
Next, you are given a choice of four ways to look up the prospect, in order to enter the new product.
At the key field sequence prompt, enter a number. For example, if you want to look up the prospect by the name of the contact person, enter 1:
| Example 11-17 Enter the Sequence Number |
|---|
CHRIS OPERATOR - ACP
1) NAME
2) CUSTNBR
3) ORGANIZATION
4) PHONE_KEY
Enter Key field sequence number? 1_
EXIT=Exit Advanced Telesales System \=BACK HELP=Help
|
Next, you are prompted to enter the name of the customer to whose record you want to add the product:
Name? Ellen Jensen _______________ |
Next, you see the Add screen for adding a product. You see that the customer already has the product, WIDGETS. To add a product, e.g., INTOUCH, choose the default (press [RETURN]).
| Example 11-18 Add Product Screen |
|---|
CHRIS Operator - ADD
Available Selections ----Products:-------
ADD - Add a New Product | WIDGETS |
CH - Change an Existing Prod | |
DEL - Delete a Product | |
MSG - Leave a Message --------------------
EXIT - Exit to Main Menu
Phone Number : (619) 455-7000 X
Organization : XYZ LABS
Prospect Name : Ellen Jensen
Salesperson :
Product? INTOUCH__
|
Next, this new product information appears on the right-hand side of your screen as a part of your new record. You will be prompted for additional information:
| Example 11-19 Product Information Screen |
|---|
CHRIS Operator - ACP
Product : INTOUCH
Organization : XYZ LABS
Prospect Name : Ellen Jensen
Status : POS
Earlier comments: 2)
3) Fri Jan 19 '91 11:15 AM Heavy use on 8600 and 785.
Buy, I think!
Action : Dist Information sent
Support : Y Demo sent
Copies : 1 Sale sent
Version : Media type
Source : CPU Serial Number: N182022963H
Salesperson : Purchase Order #: 2-76080
Action? _____
Press the RETURN key to continue
EXIT=Exit Advanced Telesales System \=BACK HELP=Help
|
After you have filled in the information at each prompt, you will see the message, "INTOUCH added".
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