Calls page

This Help File Page was last Modified on 08/07/2017

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Calls page

This Help File Page was last Modified on 08/07/2017

When a Salesperson contacts a Prospect (or a Subscriber) for whatever purpose is necessary to accomplish their task, a record of that Call (Contact) should be documented.

The Calls page is used for that purpose.

To document a Call (Contact) to or from a Prospect or Subscriber:

Locate the appropriate Prospect on the Prospects List (or Subscriber on the Subscribers Search) page.

Tap that Prospect (or Subscriber) line to open the associated Prospect Details (or Subscriber Details) page.

From the Prospect Details (or Subscriber Details) page, Tap the Calls option to display the Calls page.

 

HelpFilesMKSalesCallsPage

MKSales Application - Calls page

 

The Calls page for the selected Prospect (or Subscriber) will be displayed.

 

Using the Calls page:

To document a Call, Tap the HelpFilesMKSales-AddNewButton button on the Calls page.

The Add New Call page will be displayed.

 

HelpFilesMKSalesAddNewCallPage

MKSales Application - Add New Call page

 

Documenting a Call

Options:

Add Time Stamp - Tap this HelpFilesMKSalesAddNewCallPage-AddTimeStamp option to enter a Date & Time Stamp followed by the Salesperson's Employee Code.

This Add New Call page entry may be updated repeatedly (see the "Updating a documented Call" discussion below) until the Call is finally Closed (see "Status" below).  

Left Message - Tap this HelpFilesMKSalesAddNewCallPage-LeftMessage option to enter a Date & Time + "Left Message" message.

No Answer - Tap this HelpFilesMKSalesAddNewCallPage-NoAnswer option to enter a Date & Time + "No Answer" message.

 

Fields:

Source - Select a Call Source using its Drop-Down Selection List provided.  

Examples of a Call's Source are:

a)Collections - Call made to further a Collections effort.

b)Customer Service Call - Call made to enhance Customer Service.

c)Proposal follow up Call - Call made to forward the Sales Process.

d)Sales Call - Call made to close a Sale.

e)Service Call - Call made to Create or Confirm a Service Call.

f)Service follow up Call - Call made to Confirm the Quality of the Service that was performed.

Type - Select the type of this call using its Drop-Down Selection List - either Incoming or Outgoing.

Comments - Enter notes, comments, and/or other information to explain the purpose and result of this Call.

Status - Use the Drop-Down Selection List to Choose the status of this call ticket (Open or Closed).  

By default, the Status is set to Open.

If Closed is selected, when the Call record is saved, the Closed? button in the Calls page line item for this entry will be selected automatically.

 

System:

Date - The Date & Time when this Add New Call entry was started.

Updated On - This is a system maintained field.

Duration - This is a system maintained field which will "continually recalculate" as long as this Add New Call page is displayed.

 

  Save   - Tap the   Save   option to record your entry and return to the Calls page

 

Updating a documented Call

Once a Call has been documented, it may be reviewed, and/or updated whenever appropriate.

To document an update to a Call (Contact) to or from a Prospect or Subscriber:

Locate the appropriate Prospect on the Prospects List (or Subscriber on the Subscribers Search) page.

Tap that Prospect (or Subscriber) line to open the associated Prospect Details (or Subscriber Details) page.

From the Prospect Details (or Subscriber Details) page, Tap the Calls option to display the Calls page.

The Calls page for the selected Prospect (or Subscriber) will be displayed.

 

Tap the Call record which is to be Updated.

The Update Call page for that selected Call will be displayed.

 

HelpFilesMKSalesUpdateCallPage

MKSales Application - Update Call page

 

Options:

Add Time Stamp - Tap this HelpFilesMKSalesAddNewCallPage-AddTimeStamp option to enter a Date & Time Stamp followed by the Salesperson's Employee Code.

This Update Call page may be updated repeatedly until the Call is finally Closed (see "Status" below).  

When the Call entry is Updated, Select the appropriate Call detail line and Press F9 to time stamp the starting time of the continuation of the call history dialog.

The Call Duration clock will add this additional time to the record.

Make any additional Call Info entries as appropriate.

Left Message - Tap this HelpFilesMKSalesAddNewCallPage-LeftMessage option to enter a Date & Time + "Left Message" message.

No Answer - Tap this HelpFilesMKSalesAddNewCallPage-NoAnswer option to enter a Date & Time + "No Answer" message.

 

Fields:

Comments - Revise the notes, comments, and/or other information to explain the purpose and result of this update.

Status - Use the Drop-Down Selection List to Reset the status of this call ticket (Open or Closed).  

By default, the Status is set to Open.

Once Closed is selected, when the Call record is saved, the Closed? button in the Calls page line item for this entry will be selected automatically.

 

System:

Updated On - This is a system maintained field.

Duration - This is a system maintained field which will "continually recalculate" as long as this Update Call page is displayed.

 

  Save   - Tap the   Save   option to record your Update Call entry and return to the Calls page