Subscribers

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

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Subscribers

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

The Subscribers option on the MKSales Menu displays a Subscribers Search page with the List of Subscribers assigned to the current Salesperson and offers the Search, and Search By options.

This is provided for the Salesperson to be able to quickly locate a current Subscriber's contact and location information, typically for the purpose of adding/upgrading their existing system

 

HelpFilesMKSales-SubscriberSearch

MKSales application - Subscribers Search page

 

When the list of Subscribers is longer than can fit on one page, Slide the Subscriber Search page up

 

However, if the list of Subscribers is very long, use the Search By, and Search fields to locate the required Subscriber record, as follows:

Search By - Tap the Search By field to see the available options (i.e.., Search By their Name field, their Attention Line, or Phone Number fields' contents)

Search - Type the first few letters of the desired Subscriber's Name (or Attention line, or Telephone Numbers, based on the Search By method chosen above) to locate the required Subscriber

 

Tap that Subscriber line to view its Subscriber Details page.

The Subscriber Details page will be displayed with the selected General option showing the Subscriber's full information.

There are also Proposal, Survey and Calls options on that page.