To maintain sales sources, at the OPERATOR Master Menu, enter SOURCE:

Example 11-43 SOURCE - Maintain Sources

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? SOURCE__ EXIT = Exit \ = Back HELP = Help

Next, you see the screen used to maintain sales sources. You can add, change, delete, or inquire about a sales source. For example, suppose a customer who likes WIDGETS refers a prospect to you. To add this new sales source, at the option prompt, enter ADD:

Example 11-44 SOURCE - Maintain Sources

Main Menu TTI_SALES_DATA:SOURCE Available Selections Screen Widths ADD - Add New Record NAR - Narrow Width CHA - Change Information WID - Wide Width DEL - Delete Records INQ - Inquire on Information Miscellaneous MAIL - VMS MAIL facility SYS - VMS SYSTEM Commands EXIT - Exit Program Option? ADD__ EXIT = Exit Maintain V3.1-1 \ = Back HELP = Help

You are prompted to name the source and give a brief description:

Example 11-45 SOURCE - Maintain Sources

Add TTI_SALES_DATA:SOURCE Screen 1 of 1 Source :ABC Customer Description : Description? __________ EXIT = Exit Maintain V3.1-1 \ = Back HELP = Help

To see a list of possible sources, at the source prompt, enter INQ:

Example 11-46 SOURCE - Maintain Sources

Main Menu TTI_SALES_DATA:SOURCE Available Selections Screen Widths ADD - Add New Record NAR - Narrow Width CHA - Change Information WID - Wide Width DEL - Delete Records INQ - Inquire on Information Miscellaneous MAIL - VMS MAIL facility SYS - VMS SYSTEM Commands EXIT - Exit Program Option? INQ__ EXIT = Exit Maintain V3.1-1 \ = Back HELP = Help

If you want to see a list of previous sources, at the source value prompt, press the [SPACEBAR] and then press [RETURN]. The list might look like the following:

Example 11-47 SOURCE - Maintain Sources

Inquire TTI_SALES_DATA:SOURCE +--------------------------------------------------+ | 1) 14007 | | 3) 103 INTOUCH FLYER | | 6) 106 IO PERF PAK DP0891 | | 7) 106S ABC LEAD FROM SEMINAR | | 8) 107 IO PERF PAK DN9/91 | | 9) 109 VAX LANG & IO PERF FROM D | | 10) 11001 DP FORTUNE 1000 CD--YES C | | 11) 11002 DP FORTUNE 1000 CD B/U GU | | 12) 11003 DN CD B/U GUIDE | | 13) 11004 DP B/U LIST POSTCARD | | 14) 11004-2 FREE POST CARD--DP B/U LI | | 15) 11005 TTI WIDGET INQUIRIES POSTCARD | +--------------------------------------------------+ Sequence Number? Press the RETURN key for next screen EXIT = Exit Maintain V3.1-1 \ = Back HELP = Help

There are certain functions in the Sales System that only a manager has the authority to use. As a sales manager, you can:

• make salesperson changes (add, change, or delete salespersons)
• assume other salespersons' id's in order to access their account records.
• reassign and move prospects to and between salespersons.
• generate reports on the workload of a particular salesperson.
• review leads to determine the status of these leads.
• make a report on data integrity.
• generate sales summary reports by salesperson and product.

Example:

Suppose you, Elizabeth, as manager, want to ADD or REASSIGN Customers to another salesperson. To do this, first, you need to access Manager Functions.

12.3 To Access Manager Functions

To access the Manager Functions Master Menu that gives you choices of manager functions, at the Sales System Master Menu Item prompt, enter MAN:

Example 12-1 MAN - MANAGER

GROVE Master Menu 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? MAN__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the Manager Functions Master Menu:

Example 12-2 Manager Menu

ATS V3.2 Advanced Telesales System 10-Jun-1992 MANAGER Manager Level: 2 Salesperson Selections File Maintenance BESALES Be a Salesperson MAINTAIN - Maintain Files SPM Salesperson Maintenance Reassign Selections REASSIGN Reassign Customers MOVE Move Customers Reports WORKLOAD Workload Report FORECAST Forecast Report PENDING Pending Review Report DATA Data Integrity Report SALES Sales Summary Report DROP Drop and Delete Analysis SITUATION Situation Code Report NEW Count New Names and Products Item? ____

12.4 To Add a Salesperson---Salesperson Maintenance

To ADD a salesperson, at the Manager Menu Item prompt, enter SPM:

Example 12-3 SPM - Salesperson Maintenance

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 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? SPM__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first screen used to add a salesperson. Press [RETURN] to choose the default:

Example 12-4 SPM - Add a Salesperson

SUZANNE Salesperson Maintenance ID : +--Salesperson Maintenance Options---+ First name : | Add a New Salesperson | Phone extension : | Change an Existing Salesperson | Company : | Delete an Existing Salesperson | Title : | Inquire an Existing Salesperson | Status mail : |------------------------------------| Access ATS : | EXIT | Sales team : | HELP | Sales maker : +------------------------------------+ ATS privilege : Distributor: System access : Valid products : Menu name : Fax approved by : Call Screen Options First screen preference : Customer selection style: Screen width: EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Next, you are prompted for additional information on the salesperson, e.g.:

Title? Sales Representative___

Continue entering information at the prompts until there are no further prompts:

Example 12-5 SPM - Add a Salesperson

ELIZABETH Salesperson Maintenance ADD ID : XXXX First name : JAMES Initial: N Last name: SHOMO Phone extension : 942 Company : TTI Title : Sales Representative Status mail : DAN Access ATS : Y Sales team : TTI Team leader: N Sales maker : Y ATS privilege : S Distributor: N System access : N Valid products : INTOUCH Menu name : TTI_SALES_DATA:SALESPERSON.MCL Fax approved by : JULIE Call Screen Options First screen preference : Customer selection style: Screen width: Add this salesperson? No__ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

To add the salesperson, at the prompt, enter Y.