An automatic computer check of customer names will bring up a list of names that are duplicates or are misspelled.

VALIDATE enables the operator to check this list of groups of names for discrepancies, e.g., duplicates, misspellings, etc.

For example, to check a "bad names" list for duplicates, choose the VAL item. At the Operator Master Menu Item prompt, enter VAL:

Example 11-20 VAL - Validate a Customer Group

ATS V3.2 Advanced Telesales System 15-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 given a choice of four ways to look up the customer in order to validate the name.

If you want to look up the customer by the customer number shown on the computer list, at the key field sequence prompt, enter 2:

Example 11-21 Enter the Sequence Name

CHRIS OPERATOR - ACP 1) NAME 2) CUSTNBR 3) ORGANIZATION 4) PHONE_KEY Enter Key field sequence number? 2_ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are prompted to fill in the customer number, e.g., 12345:

Customer number? 12345__

Next, you are shown a group of companies with similar names. You see that the ADDRESS for the first entry is slightly different:

Example 11-22 Screen - VALIDATE

CHRIS Operator - Validate Customer ID 35911 1) 35911 BENELEX LABS 280 FAIRFIELD ROAD 2) 42298 BENELEX LABS 300 FAIRFIELD RD 3) 54248 BENELEX LABS 300 FAIRFIELD RD 4) 29673 BENELEX LABS 300 FAIRFIELD RD Validate, invalidate, or sequence number to change? Validate_ 4 records in group EXIT = Exit Advanced Telesales System \ = Back HELP = Help

You decide that the address is close enough so that it must be the same company. Therefore, it is a valid company.

Next, you want to validate the company (take it off the "bad names" list). To do this, choose the default, Validate:

Example 11-23 Screen - VALIDATE

CHRIS Operator - Validate Customer ID 35911 1) 35911 BENLEX LABS 280 FAIRFIELD ROAD 2) 42298 BENLEX LABS 300 FAIRFIELD RD 3) 54248 BENELEX LABS 300 FAIRFIELD RD 4) 29673 BENELEX LABS 300 FAIRFIELD RD Validate, invalidate, or sequence number to change? Validate__ 4 records in group EXIT = Exit Advanced Telesales System \ = Back HELP = Help

The company (group of names) is validated.

Suppose, however, you see that the third entry has the company name misspelled. To change the entry to the correct spelling, enter the number of the entry:

Example 11-24 Enter a Sequence Number

CHRIS Operator - Validate Customer ID 35911 1) 35911 BENELEX LABS 300 FAIRFIELD ROAD 2) 42298 BENELEX LABS 300 FAIRFIELD RD 3) 54248 BERELEX LABS 300 FAIRFIELD RD 4) 29673 BENELEX LABS 300 FAIRFIELD RD Validate, invalidate, or sequence number to change? 3__ 4 records in group EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Next, you are prompted to enter the correct organization name:

New organization? BENELEX____

The "bad name" (misspelling) has now been corrected.

11.10 Support Transactions

The Support Transactions menu item enables the operator to:

• Update Support Transaction Records
• View Support Reports
• Send out support letters advising customers that they need to update their product support.

To update support transactions, at the Master Menu Item prompt, enter SUPP:

Example 11-25 SUPP - Enter Support System

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? SUP__ EXIT = Exit \ = Back HELP = Help EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Example 11-26 Support Transactions Menu

Main Menu Support Transactions Available Selections UPD - Update Transaction Records SUP - Support Reports LET - Support Letters Miscellaneous MAI - Maintain EXIT - Exit Program Option? ____ EXIT = Exit \ = Back HELP = Help

11.10.1 To Update Transaction Records

To update Transaction Records, at the Support Transactions Main Menu prompt, enter UPD:

Example 11-27 UPD - Update Transaction Records

Main Menu Support Transactions Available Selections UPD - Update Transaction Records SUP - Support Reports LET - Support Letters Miscellaneous MAI - Maintain EXIT - Exit Program Option? UPD__ EXIT = Exit \ = Back HELP = Help

Next, you see the screen used to Update Transaction Records:

Example 11-28 Screen - UPDATE

Update Transaction Records Available Selections ADD - Add New Record CHA - Change Information INQ - Inquire on Information DEL - Delete Record Miscellaneous EXIT - Exit Update Procedure Option? ____ EXIT = Exit \ = Back HELP = Help

11.11 To TRANSFER LEADS

Prospects (leads) entered into a database by an operator cannot be given out to salespersons until labels are printed for them. Once labels have been printed, prospects can be transferred to the status of TBA (to be announced).

To transfer prospects to the status of TBA, at the Master Menu Item prompt, enter TTG:

Example 11-29 TTG

Elizabeth Manager Salesperson Selections Tuning Guide Selections ADD - Add a Salesperson MTG - Make Literature Labels CHA - Change a Salesperson PTG - Print Literature Labels DEL - Delete a Salesperson TTG - Transfer TG Leads BE - Be a Salesperson Miscellaneous EXIT - Exit to Master Menu Reassign Selections REA - Reassign Customers MOV - Move Customers Reports WOR - Workload Report PEN - Pending Review Report DAT - Data Integrity Report Item? TTG__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first screen used to transfer leads:

Example 11-30 Transfer Leads Screen

Elizabeth Manager - TTG Loading TTI_Sales:TG_TO_Sales.INT Enter the last label date to transfer (MMDDYY)? 111588 EXIT=Exit Transfer TG Prospects \=BACK HELP=Help

Next, you are asked if you want to proceed (transfer) the leads. To proceed, enter Y; otherwise, enter N. When you proceed, a message states that structures are being opened and records extracted. Finally, you are prompted to proceed to see a count of the number of leads that have been transferred:

Example 11-31 Proceed to View Count of Leads Transferred

Elizabeth Manager - TTG Proceed Y/N? No_ Will transfer leads printed on or before Tues., Nov. 15, '88 Opening structures Extracting records XX leads transferred EXIT=Exit Transfer TG Prospects \=BACK HELP=Help