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Text File  |  1991-09-09  |  13KB  |  173 lines
  1.  
  2.  ╔══════════════════════════════════════════════════════════════════════════╗
  3.  ║                             THE NEXT CONTACT                             ║
  4.  ╚══════════════════════════════════════════════════════════════════════════╝
  5.  ╔══════════════════════════════════════════════════════════════════════════╗
  6.  ║                                                                          ║
  7.  ║    FOLLOW UP (module)                                                    ║
  8.  ║    BROWSE MONTH (Monthly Scheduler)                                      ║
  9.  ║                                                                          ║
  10.  ║    The data you install in your Master Client Db record,                 ║
  11.  ║    including your Client History record is invaluable.                   ║
  12.  ║                                                                          ║
  13.  ║    CALL BACKS IS WHERE THE MONEY IS.                                     ║
  14.  ║                                                                          ║
  15.  ║    FORGET A CALLBACK AND YOU ARE AT RISK OF NOT GETTING                  ║
  16.  ║    THE ORDER.                                                            ║
  17.  ║                                                                          ║
  18.  ║    When you 'enlist' a Client for the NEXT CONTACT date                  ║
  19.  ║    from the Client Db module, or using the Scheduler                     ║
  20.  ║    in Follow Up, you install a call back day which                       ║
  21.  ║    then 'collects' all your NEXT CONTACT records and allows              ║
  22.  ║    you to see, line by line, all the NEXT CONTACT records                ║
  23.  ║    in a given month.                                                     ║
  24.  ║                                                                          ║
  25.  ║    In other words, you can view ALL your follow up calls in a            ║
  26.  ║    selected month, every call to be returned.                            ║
  27.  ║                                                                          ║
  28.  ║    You only use Monthly Scheduler in Follow Up to view all your calls    ║
  29.  ║    in one place.  You then make your selection to view your input        ║
  30.  ║                                                                          ║
  31.  ║    You scroll the screen.  If a Client record needs to be pulled         ║
  32.  ║    up you Press <enter>  which shows your notations.  To see the         ║
  33.  ║    Client record Press <F5> to see the History notes, Press <H>          ║
  34.  ║                                                                          ║
  35.  ║  ═══════════════════    ═══════════════════    ═══════════════════       ║
  36.  ║                                                                          ║
  37.  ║    IN FOLLOW UP                                                          ║
  38.  ║    Scheduler                                                             ║
  39.  ║                                                                          ║
  40.  ║    To 'enlist' a client to a Follow through date select                  ║
  41.  ║                                                                          ║
  42.  ║    Scheduler Press <L> select your future date the Press <A>             ║
  43.  ║    Enter the Client I.D and other time/priority details if wanted.       ║
  44.  ║    To increment by day Press <Page/Dn> to get your day set.              ║
  45.  ║                                                                          ║
  46.  ║    Use the arrow keys to match the date you want installed in the Next   ║
  47.  ║    Contact field in your client database.  You can change the year, the  ║
  48.  ║    month and day.                                                        ║
  49.  ║                                                                          ║
  50.  ║    Look at the bottom of the screen                                      ║
  51.  ║    and you will see what keys to use to                                  ║
  52.  ║    change the date/month/year.                                           ║
  53.  ║                                                                          ║
  54.  ║    You can look at  YEAR  change by using  Ctrl Page Down/Up or Y        ║
  55.  ║                                                                          ║
  56.  ║    Having completed this part                                            ║
  57.  ║    Press <enter>                                                         ║
  58.  ║                                                                          ║
  59.  ║    Assuming you installed a date for the month following, or the         ║
  60.  ║    current month, your scheduler screen shows priority assigned          ║
  61.  ║    time slot, length of appointment.                                     ║
  62.  ║                                                                          ║
  63.  ║    Using the arrow key select the line item you elect to view.           ║
  64.  ║    Press <enter> the scheduler pops up and Press <F5>                    ║
  65.  ║                                                                          ║
  66.  ║    Your Client Db appears and the Next Contact field may now be changed  ║
  67.  ║    to any new date you want to reschedule.                               ║
  68.  ║                                                                          ║
  69.  ║    After you 'enlisted' the client                                       ║
  70.  ║    Return to the FOLLOW UP  module                                       ║
  71.  ║    At the Main Menu Press <M>                                            ║
  72.  ║    Your new sub-menu appears                                             ║
  73.  ║                                                                          ║
  74.  ║    ╔═ Follow through ═╗                                                  ║
  75.  ║    ║ Scheduler        ║                    ╔═ 1990 SELECT MONTH ═╗       ║
  76.  ║    ║ Monthly scheduler║   from here       ║  January            ║       ║
  77.  ║    ║ Time manager     ║      to here      ║  February           ║       ║
  78.  ║    ║ Week-at-a-glance ║                    ║  March              ║       ║
  79.  ║    ║ Summary          ║                    ║  April              ║       ║
  80.  ║    ║ To-do list       ║                    ║  May                ║       ║
  81.  ║    ║ Hot note         ║                    ║  June               ║       ║
  82.  ║    ╚══════════════════╝                    ║  July               ║       ║
  83.  ║                                            ║  August             ║       ║
  84.  ║                                            ║  September          ║       ║
  85.  ║    The Calendar Menu appears    >>>>       ║  October            ║       ║
  86.  ║                                            ║  November           ║       ║
  87.  ║    The default is the current year         ║  December           ║       ║
  88.  ║    and month, the month is highlighted     ║  Year               ║       ║
  89.  ║                                            ║  eXit               ║       ║
  90.  ║    Assuming you 'enlisted' a client        ╚═════════════════════╝       ║
  91.  ║    to the current month  Press <enter>                                   ║
  92.  ║                                                                          ║
  93.  ║    Now you have a window which lists all clients in the Scheduler        ║
  94.  ║    Press <enter>                                                         ║
  95.  ║                                                                          ║
  96.  ║    Now you select the client to review                                   ║
  97.  ║                                                                          ║
  98.  ║    This is your follow through prospect. You placed the client in        ║
  99.  ║    a follow through file and you review the clients you are going        ║
  100.  ║    to see this month.  You can (by Pressing <F5>) also review the        ║
  101.  ║    History file from this point.                                         ║
  102.  ║                                                                          ║
  103.  ║    This is SalesPro working for you.  Use this program faithfully        ║
  104.  ║    and you never will forget to follow through on that important         ║
  105.  ║    sales call.                                                           ║
  106.  ║                                                                          ║
  107.  ║    ═══════════════════    ═══════════════════    ═══════════════════     ║
  108.  ║                                                                          ║
  109.  ║    You enlisted the client.  All the data is on hand and at the          ║
  110.  ║    beginning of the month.  You browsed and that important scheduled     ║
  111.  ║    call back is there as a reminder.                                     ║
  112.  ║                                                                          ║
  113.  ║    But this client means big bucks and is one you absolutely don't       ║
  114.  ║    want to forget. You have access to another kind of reminder to jog    ║
  115.  ║    your memory.                                                          ║
  116.  ║                                                                          ║
  117.  ║    Go to HOTNOTE.UHF and you will get a procedure that tells you how     ║
  118.  ║    not to forget an important time and date.                             ║
  119.  ║                                                                          ║
  120.  ║    TIME MANAGER                                                          ║
  121.  ║                                                                          ║
  122.  ║    Make this a selection and you will get a clocking schedule for the    ║
  123.  ║    day. Fill in the time slots and you have your day schedule set.       ║
  124.  ║                                                                          ║
  125.  ║    For other than today's day use the PgUp key.  Keep on pressing until  ║
  126.  ║    you reach the day of interest, then fill in your time schedule.       ║
  127.  ║                                                                          ║
  128.  ║                                                                          ║
  129.  ╚══════════════════════════════════════════════════════════════════════════╝
  130.  ╔══════════════════════════════════════════════════════════════════════════╗
  131.  ║                                 TODAY                                    ║
  132.  ╚══════════════════════════════════════════════════════════════════════════╝
  133.  ╔══════════════════════════════════════════════════════════════════════════╗
  134.  ║                                                                          ║
  135.  ║                                                                          ║
  136.  ║    TODAY                                                                 ║
  137.  ║                                                                          ║
  138.  ║     This module was designed to help you track your Daily Mileage use    ║
  139.  ║     for IRS Tax Deductions, if you use mileage deductions.               ║
  140.  ║                                                                          ║
  141.  ║     However, there can be another use for this module:                   ║
  142.  ║                                                                          ║
  143.  ║     There are nine lines which have fields for time and distance.        ║
  144.  ║                                                                          ║
  145.  ║     Using your territory map:                                            ║
  146.  ║                                                                          ║
  147.  ║     Locate your customers, and prospects.                                ║
  148.  ║                                                                          ║
  149.  ║     Pull up your Next Contact calls, segment the days,                   ║
  150.  ║                                                                          ║
  151.  ║     Go to TODAY, use the Calendar to select your day.                    ║
  152.  ║                                                                          ║
  153.  ║     Now, route your calls by distance and estimated time allowance       ║
  154.  ║     per customer.                                                        ║
  155.  ║                                                                          ║
  156.  ║     Not only will you have paced yourself for the day, but you have      ║
  157.  ║     a ready TODAY report, ready to add actual miles, actual time         ║
  158.  ║     used at the end of the day.                                          ║
  159.  ║                                                                          ║
  160.  ║     You will be able to study past records to determine actual time      ║
  161.  ║     used point to point and how much time you spent with an account.     ║
  162.  ║                                                                          ║
  163.  ║     Using this infoprmation you will be able to find additional          ║
  164.  ║     selling time to mine for new accounts.                               ║
  165.  ║                                                                          ║
  166.  ║     This plan suggests that you will know in advance how many calls you  ║
  167.  ║     will be making for the week, which accounts to service first.        ║
  168.  ║                                                                          ║
  169.  ╚══════════════════════════════════════════════════════════════════════════╝
  170.                                                                             
  171.                                                                             
  172.  
  173.