Navigation: Mobile Applications > MKSales - Overview > Prospects List > Prospect Details page: 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.

 

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 button on the Calls page.

✓The Add New Call page will be displayed.

 

MKSales Application - Add New Call page

 

❑Documenting a Call

•Options:

✓Add Time Stamp - Tap this 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 option to enter a Date & Time + "Left Message" message.

✓No Answer - Tap this 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.

 

MKSales Application - Update Call page

 

•Options:

✓Add Time Stamp - Tap this 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 option to enter a Date & Time + "Left Message" message.

✓No Answer - Tap this 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