Overview:

MAIL (VMS Mail Facility) allows the salesperson to send and receive electronic mail.

In addition, the salesperson can look at reports other sales people have made on their day's progress. This is valuable, for example, when technical support has contacted the salesperson's prospects and the salesperson wants to learn how the prospect was helped.

It is useful to read your mail for the day before you make your status report.

F.1 To CHECK for Similar Prospects

The Sales System has a feature that prevents the costly waste of time occurring when two salespeople mistakenly work on the same account.

To check to see if a prospect is an account record that belongs to another salesperson, at the Master Menu Item prompt, enter CHE:

CHRIS Operator 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? CHE__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are prompted for the organization name. At the organization prompt, enter the name:

CHRIS Check for Conflicts Organization? XYZ LABS_____________________________________ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Then, you are prompted for the phone number. At the phone prompt, enter the phone number:

GROVE Check for Conflicts Organization: XYZ LABS Phone? (914) 679-2222 EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Any account records with the same organization name and phone number then appear. In the example below, there are no conflicts and the account belongs to GROVE:

GROVE Check for Conflicts Organization: XYZ LABS Phone : ( )XXXXXXXX ______________________________________________________________ | | | ( ) XXXXXXXXXXXXX XYZ LABS GROVE WIDGETS | | | | | | | |______________________________________________________________|

After you have checked for a conflict, you can:

• return to the Organization prompt to check for another duplication, or
• return to the Master Menu.