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  1.                        Hel≡ Screeε Fo≥ Activitie≤ File  
  2.  
  3.                                    OVERVIEW
  4.  
  5. Thσ Activitie≤ filσ serve≤ │ purposes:
  6.  
  7. 1⌐ A≤ yo⌡ contac⌠  prospect≤ ove≥ thσ phone¼á thσ screeε wil∞ identif∙ t∩á yo⌡ ì
  8. detai∞ informatioε oε tha⌠ prospec⌠ a≤ sooε a≤ yo⌡ inpu⌠ thσ compan∙ namσ int∩ ì
  9. thσ Activit∙ screen¼ o≥ thσ firs⌠ fe≈ letter≤ oµ thσ compan∙ name« 
  10.  
  11. 2⌐á  Iε you≥ absence¼á you≥ secretar∙ ma∙ bσ receivinτ inquirie≤ fo≥ you«á  Iε ì
  12. thosσá case≤ wherσ thσ calle≥ alread∙ ha≤ ß recorΣ entereΣ int∩á thσá Prospec⌠ ì
  13. file¼á you≥á secretar∙á wil∞á seσá al∞ oµ thσ detai∞á informatioεá abou⌠á tha⌠ ì
  14. prospec⌠ iε ▓ seconds«  If¼ oε thσ othe≥ hand¼ tha⌠ inquir∙ i≤ froφ ß prospec⌠ ì
  15. no⌠á knowε t∩ you¼á you≥ secretar∙ wil∞ theε bσ ablσ t∩ ente≥ ßá messagσá plu≤ ì
  16. somσ morσ detai∞ information¼ sucΦ a≤ name¼ address¼ anΣ zi≡ code« 
  17.  
  18. Thi≤á achieve≤ tw∩ objectives║á  a⌐  Yo⌡ o≥ you≥ secretar∙ caε inpu⌠ datß int∩ ì
  19. thσá Activit∙á filσ oε an∙ prospect¼á regardles≤ oµ  whethe≥ o≥ no⌠á the∙á arσ ì
  20. alread∙ iε thσ Prospec⌠ file« b⌐ Message≤ takeε iε you≥ absencσ int∩ thσ 'NEWº ì
  21. categor∙á wil∞á no⌠á bσá los⌠ bu⌠ wil∞ bσ groupeΣá togethe≥á iεá thσá activit∙ ì
  22. reports¼ witΦ thei≥ comment≤ anΣ phonσ numbers« Iε thi≤ way¼ yo⌡ caε follo≈ u≡ ì
  23. oε al∞ inquirie≤ madσ iε you≥ absence¼ eveε iµ you≥ secretar∙ recordeΣ partia∞ ì
  24. messages.
  25.  
  26. 3⌐á  Al∞ oµ thσ activities--botΦ incominτ inquirie≤ anΣá outgoinτá prospectinτ ì
  27. calls--wil∞ generatσ reports¼á sorteΣ b∙ name¼á dates¼ compan∙ name¼ comments¼ ì
  28. tha⌠ wil∞ hel≡ yo⌡ tracδ anΣ theε follo≈ u≡ oε thosσ calls.
  29.  
  30.  
  31. Observσá tha⌠á iµá thσá prospec⌠ i≤ alread∙ iε thσ Prospec⌠á file¼á ßá lo⌠á oµ ì
  32. informatioεá i≤ displayeΣ eithe≥ t∩ yo⌡ o≥ t∩ you≥ secretary¼á bu⌠á yo⌡á inpu⌠ ì
  33. onl∙á │á ne≈á item≤ pe≥ activity║á "COMMENTS"¼á "DAT┼ O╞ NEX╘á APPOINTMEN╘á O╥ ì
  34. COMMITMENT"¼ anΣ  "HO╫ MUC╚ REVENUE/EXPENS┼ DI─ YO╒ INCU╥ O╬ THI╙ ACTIVITY".
  35.  
  36.  
  37.  
  38.                        ================================
  39.                       |           OPTION "C"          |
  40.                       |    Creating a Callback list   |
  41.                       =================================
  42.  
  43.  
  44. Thi≤á 'callbackºá optioε i≤ ß specia∞ casσ oµ thσ AdΣ optioε oεá thσá activit∙ ì
  45. men⌡á tha⌠ yo⌡ jus⌠ camσ from«á  I⌠ take≤ al∞ commitment≤ o≥ appointment≤ tha⌠ ì
  46. yo⌡ haΣ madσ fo≥ today¼ anΣ theε scroll≤ througΦ eacΦ recorΣ a≤ thougΦ yo⌡ haΣ ì
  47. entereΣ theφ onσ a⌠ ß timσ froφ thσ report: 'Today'≤á Appointments'«á  
  48.  
  49. I⌠ show≤ yo⌡ thσ commen⌠ froφ thσ activit∙ recorΣ wherσ yo⌡ originall∙ createΣ ì
  50. thσ futurσ commitmen⌠ tha⌠ resulteΣ iε today'≤ appointment«  I⌠ theε create≤ ß ì
  51. ne≈á activit∙á recorΣá fo≥ eacΦ oµ today'≤ appointment≤ anΣ wait≤ fo≥á yo⌡á t∩ ì
  52. ente≥ iε an∙ commen⌠ o≥ futurσ commitment.
  53.  
  54.  
  55.  
  56.                        ================================
  57.                       |           OPTION "A"          |
  58.                       |     ADDING A NEW RECORD       |
  59.                       =================================
  60.                                (A to Add  data)
  61.  
  62. T∩ understanΣ ho≈ t∩ adΣ ß recorΣ int∩ thσ activit∙ file¼á g∩ t∩ tutoria∞ ▓ iε ìèSALESDOC«   Iε brief¼  al∞ record≤ iε thσ activit∙ filσ arσ relateΣ t∩ record≤ ì
  63. iεá thσ prospec⌠ file«á  An∙ onσ recorΣ iε thσ prospec⌠ filσ caε havσ multiplσ ì
  64. record≤ iε thσ activit∙ file«   An∙ timσ yo⌡ attemp⌠ t∩ adΣ ß recorΣ int∩ thi≤ ì
  65. file¼á thσá prograφá wil∞á firs⌠á seσ iµ yo⌡ havσ ßá maste≥á recorΣá fo≥á tha⌠ ì
  66. activit∙ iε thσ prospec⌠ file«á  Thσ prograφ ha≤ one¼á exception¼á though║  iµ ì
  67. yo⌡á ente≥á aε activit∙ witΦ ß compan∙ namσ oµ 'NEW'¼á thσ prograφá allow≤á aε ì
  68. unlimited number of 'unattached' activities in the file with this name.  
  69.  
  70.  
  71.                        ================================
  72.                       |           OPTION "G"          |
  73.                       | RETRIEVING AN EXISTING RECORD |
  74.                       =================================
  75.                              (G to GET/EDIT data)
  76.  
  77.  
  78. Oncσá yo⌡á understanΣá ho≈ t∩ retrievσ ß recorΣ usinτ thσ "Góá optioεá iεá thσ ì
  79. Prospec⌠á file¼á theεá yo⌡á caεá d∩ thσ samσ iε abou⌠ an∙ othe≥á par⌠á oµá thσ ì
  80. program«  
  81.  
  82. Observσá tha⌠á wheεá yo⌡ searcΦ fo≥ ß recorΣ iε thσá Activit∙á file¼á yo⌡á arσ ì
  83. lookinτ fo≥ ß compan∙ name¼ usinτ thσ  "Só optioε withiε thσ "Gó screen«  Oncσ ì
  84. yo⌡ finΣ thσ record¼ yo⌡ havσ actuall∙ locateΣ thσ firs⌠ recorΣ  oµ al∞ oµ thσ ì
  85. Activit∙á record≤á unde≥á tha⌠ compan∙ name«á  T∩ theεá looδá a⌠á thσá record≤ ì
  86. "behindóá tha⌠ firs⌠ one¼á usσ thσ "Fó anΣ "Pó option≤ (ForwarΣ anΣ Prior⌐á t∩ ì
  87. fli≡á bacδá anΣ fortΦ t∩ seσ eacΦ record«á  Al∞ activit∙ record≤ fo≥á an∙á onσ ì
  88. prospec⌠ arσ groupeΣ togethe≥ b∙ date¼ theε timσ oµ message.
  89.  
  90.  
  91.  
  92.                                ==============
  93.                                |  OPTION 1: |
  94.                                ==============
  95.  
  96.  
  97. Calendar«á  Thi≤ wil∞ sho≈ yo⌡ thσ day≤ oµ thσ weeδ fo≥ an∙ ┤ weeδ perioΣ tha⌠ ì
  98. yo⌡ selec⌠ fo≥ thσ nex⌠ 2,00░ years«  UseΣ fo≥ clarifyinτ day≤ oµ thσ weeδ anΣ ì
  99. numeriπ day≤ oµ thσ montΦ wheε establishinτ appointments.
  100.  
  101.