Advanced Telesales
System

Appendix A
Appendix A	ADDING A PRODUCT
Appendix B
Appendix B	QUALIFYING - Procedure
B.1	To Qualify a Prospect
B.2	Enter the Name of the Product
B.3	Look at the Prospect Information
Appendix C
Appendix C	Sales System SHORT CUTS
C.1	Name Search
Appendix D
Appendix D	GLOSSARY OF TERMS - SALES SYSTEM
Appendix E
Appendix E	ACTION STEPS - Explanation of Terms
Appendix F
Appendix F	VMS MAIL FACILITY
F.1	To CHECK for Similar Prospects
Index
Index
Examples
2-1	Master Menu
2-2	CALL Item
2-3	PCALL - Status
2-4	PCALL Item
2-5	Organization Name
2-6	Phone Number
2-7	Name Search
2-8	Select a Sequence Number
2-9	Sample Record
2-10	Operator Master Menu
2-11	Manager Menu
3-1	CALL
3-2	CALLs screen
3-3	Enter the Product Name
3-4	Choose an Action
3-5	Choose a Time Zone
3-6	Enter an Ending Date
3-7	To View a List of Prospects to be Called
3-8	Check the Prospect's Information
3-9	New Comment
3-10	Comment - Change
3-11	SEND - Items to Send
3-12	SEND - Go to the Next Step
3-13	Price Class
3-14	PCALL Item
4-1	To Access ONE Prospect
4-2	Enter the Organization Name
4-3	List of Contact Names
4-4	Choose the Contact Name Sequence Number
4-5	Enter the Product Name
4-6	Product Information Screen
5-1	Call Screen - XYZ Labs
5-2	Resume
5-3	RESUME - Return to XYZ Labs Screen
6-1	Customer Call Report
6-2	Enter the Product Name
6-3	Choose an Action
6-4	Choose Next to See Calls to be Made
6-5	Enter a Beginning Date
6-6	Enter an Ending Date
6-7	To View the Report
7-1	DAI---Daily Call Report
7-2	Enter the Report Date
7-3	Report Being Accessed
7-4	Daily Call Report
7-5	Additional Product Information
8-1	STA---Daily Status Mailing
8-2	Report is Being Accessed
9-1	INQ---Inquire about a Record
9-2	Choose a Field Sequence Number
9-3	Enter the Contact Name
9-4	INQUIRE Screen
9-5	Information Screen - INQUIRE
9-6	Billing Screen - INQUIRE
9-7	Additional Information Screen - Inquire
9-8	To EXIT
10-1	CHE---Check for Similar Prospects
10-2	Enter the Organization Name
10-3	Enter the Zip Code
10-4	Conflict Screen
11-1	OPE - Operator
11-2	OPERATOR - Master Menu
11-3	ADD - Operator
11-4	Add Prospect Screen
11-5	ADD - Information Screen
11-6	CHA - Operator
11-7	View a Record by Phone Number
11-8	Enter the Phone Number
11-9	CHANGE Screen
11-10	DELETE - Operator
11-11	Enter the Phone Number
11-12	DELETE Screen
11-13	INQUIRE
11-14	Enter the Sequence Number
11-15	Enter the Contact Person's Name
11-16	ACP - Add Customer Product
11-17	Enter the Sequence Number
11-18	Add Product Screen
11-19	Product Information Screen
11-20	VAL - Validate a Customer Group
11-21	Enter the Sequence Name
11-22	Screen - VALIDATE
11-23	Screen - VALIDATE
11-24	Enter a Sequence Number
11-25	SUPP - Enter Support System
11-26	Support Transactions Menu
11-27	UPD - Update Transaction Records
11-28	Screen - UPDATE
11-29	TTG
11-30	Transfer Leads Screen
11-31	Proceed to View Count of Leads Transferred
11-32	MASS - Print Mass Mail Labels
11-33	MASS - Print Mass Mailing Labels
11-34	VAL - Validate a Customer Group
11-35	VAL - Validate a Customer Group
11-36	MASS - Print Mass Mailing Labels
11-37	MEDIA - Sales Media Report
11-38	MEDIA - Sales Media Report
11-39	MEDIA - Sales Media Report
11-40	VAL - Validate a Customer Group
11-41	CONTACT - Sales Contact Report
11-42	CONTACT - Sample Sales Contact Report
11-43	SOURCE - Maintain Sources
11-44	SOURCE - Maintain Sources
11-45	SOURCE - Maintain Sources
11-46	SOURCE - Maintain Sources
11-47	SOURCE - Maintain Sources
12-1	MAN - MANAGER
12-2	Manager Menu
12-3	SPM - Salesperson Maintenance
12-4	SPM - Add a Salesperson
12-5	SPM - Add a Salesperson
12-6	REA - Reassign, Manager
12-7	Reassign Screen
12-8	Enter an Action
12-9	Enter the Salesperson's Name
12-10	Enter the Salesperson's Name
12-11	MOV - Move Screen, Manager
12-12	Enter the Salesperson's Name
12-13	Enter Additional Information
12-14	To Proceed - Move the Leads
12-15	WOR - Workload Report
12-16	Workload Report Screen
12-17	To Print a Report to Screen
12-18	Example of Salesperson Workload Report
12-19	DAT - Data Integrity Report
12-20	To View the Report
12-21	Data Integrity Report
12-22	SALES - Sales Summary Report
12-23	SALES - Prompts, Sales Summary Report
12-24	Sales Summary Report - Print to Screen
12-25	SALES - Sales Summary Report
12-26	DROP - First Screen, Drop and Delete Analysis Report
12-27	SALES - Sales Drop and Delete Analysis Report
12-28	Situation Menu
12-29	SITUATION - First Screen
12-30	Sample Situation Report Being Built
12-31	Sample Situation Report - By Product
12-32	Sample Situation Report - By Salesperson
13-1	EDI - EDIT
13-2	Edit Screen
13-3	Sample Screen
13-4	To Edit a Word
13-5	To Create a New Letter
13-6	PROOF - Proof a Document
13-7	Document Proof Screen
13-8	LASER - Laser a Letter
13-9	REM - Remind
13-10	REMIND - Master Menu