home *** CD-ROM | disk | FTP | other *** search
/ Monster Media 1993 #2 / Image.iso / business / incontrl.zip / SALE-X60.EXE / PROSPECT / ACT1.DOC < prev    next >
Text File  |  1991-09-27  |  9KB  |  204 lines
  1.                        Hel≡ Screeε Fo≥ Activitie≤ File  
  2.  
  3.                                  Overview
  4.  
  5. Thσ Activitie≤ filσ serve≤ │ purposes:
  6.  
  7. 1⌐á A≤ yo⌡ contac⌠  prospect≤ ove≥ thσ phone¼á thσ screeε wil∞ identif∙á t∩ ì
  8. yo⌡á detai∞á informatioε oε tha⌠ prospec⌠ a≤ sooε a≤ yo⌡ inpu⌠ thσá compan∙ ì
  9. namσá int∩á thσ Activit∙ screen¼á o≥ thσ firs⌠ fe≈ letter≤ oµá thσá compan∙ ì
  10. name« 
  11.  
  12. 2⌐  Iε you≥ absence¼ you≥ secretar∙ ma∙ bσ receivinτ inquirie≤ fo≥ you«  Iε ì
  13. thosσ case≤ wherσ thσ calle≥ alread∙ ha≤ ß recorΣ entereΣ int∩ thσ Prospec⌠ ì
  14. file¼á you≥á secretar∙á wil∞ seσ al∞ oµ thσ detai∞ informatioεá abou⌠á tha⌠ ì
  15. prospec⌠á iε ▓ seconds«á  If¼á oε thσ othe≥ hand¼á tha⌠ inquir∙ i≤á froφá ß ì
  16. prospec⌠á no⌠á knowε t∩ you¼á you≥ secretar∙ wil∞ theε bσ ablσ t∩á ente≥á ß ì
  17. messagσ plu≤ somσ morσ detai∞ information¼á sucΦ a≤ name¼á address¼ anΣ zi≡ ì
  18. code« 
  19.  
  20. Thi≤á achieve≤á tw∩ objectives║á  a⌐  Yo⌡ o≥ you≥ secretar∙ caε inpu⌠á datß ì
  21. int∩ thσ Activit∙ filσ oε an∙ prospect¼á regardles≤ oµ  whethe≥ o≥ no⌠ the∙ ì
  22. arσá alread∙ iε thσ Prospec⌠ file«á b⌐ Message≤ takeε iε you≥ absencσá int∩ ì
  23. thσá 'NEWºá categor∙ wil∞ no⌠ bσ los⌠ bu⌠ wil∞ bσ groupeΣ togethe≥á iεá thσ ì
  24. activit∙ reports¼á witΦ thei≥ comment≤ anΣ phonσ numbers«á Iε thi≤ way¼ yo⌡ ì
  25. caε follo≈ u≡ oε al∞ inquirie≤ madσ iε you≥ absence¼ eveε iµ you≥ secretar∙ ì
  26. recordeΣ partia∞ messages.
  27.  
  28. 3⌐  Al∞ oµ thσ activities--botΦ incominτ inquirie≤ anΣ outgoinτ prospectinτ ì
  29. calls--wil∞á generatσá reports¼áá sorteΣá b∙á name¼á dates¼á compan∙á name¼ ì
  30. comments¼ tha⌠ wil∞ hel≡ yo⌡ tracδ anΣ theε follo≈ u≡ oε thosσ calls.
  31.  
  32.  
  33. Observσá tha⌠á iµ thσ prospec⌠ i≤ alread∙ iε thσ Prospec⌠ file¼á ßá lo⌠á oµ ì
  34. informatioε i≤ displayeΣ eithe≥ t∩ yo⌡ o≥ t∩ you≥ secretary¼á bu⌠ yo⌡ inpu⌠ ì
  35. onl∙á │ ne≈ item≤ pe≥ activity║á "COMMENTS"¼á "DAT┼ O╞ NEX╘ APPOINTMEN╘á O╥ ì
  36. COMMITMENT"¼áá anΣá  "HO╫á MUC╚á REVENUE/EXPENS┼á DI─á YO╒á INCU╥á O╬á THI╙ ì
  37. ACTIVITY".
  38.  
  39.                       ================================
  40.                       |           OPTION "C"          |
  41.                       |    Creating a Callback list   |
  42.                       =================================
  43.  
  44.  
  45. Thi≤ 'callbackº optioε i≤ ß specia∞ casσ oµ thσ AdΣ optioε oε thσá activit∙ ì
  46. men⌡á tha⌠á yo⌡ jus⌠ camσ from«á  I⌠ take≤ al∞ commitment≤ o≥á appointment≤ ì
  47. tha⌠ yo⌡ haΣ madσ fo≥ today¼ anΣ theε scroll≤ througΦ eacΦ recorΣ a≤ thougΦ ì
  48. yo⌡ haΣ entereΣ theφ onσ a⌠ ß timσ froφ thσ report║ 'Today'≤ Appointments'«  
  49.  
  50. I⌠á show≤á yo⌡ thσ commen⌠ froφ thσ activit∙ recorΣá wherσá yo⌡á originall∙ ì
  51. createΣá thσá futurσ commitmen⌠ tha⌠ resulteΣ iε today'≤á appointment«á  I⌠ ì
  52. theεá create≤á ß ne≈ activit∙ recorΣ fo≥ eacΦ oµ today'≤á appointment≤á anΣ ì
  53. wait≤ fo≥ yo⌡ t∩ ente≥ iε an∙ commen⌠ o≥ futurσ commitment.
  54.  
  55. è
  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∞ ▓ ì
  63. iε PROGRAM.DOC/PROGRAM.REF«á   Iε brief¼á al∞ record≤ iε thσ activit∙á filσ ì
  64. arσá relateΣá t∩á record≤á iε thσ prospec⌠ file«á  An∙ onσá recorΣá iεá thσ ì
  65. prospec⌠á filσ caε havσ multiplσ record≤ iε thσ activit∙ file«á   An∙á timσ ì
  66. yo⌡ attemp⌠ t∩ adΣ ß recorΣ int∩ thi≤ file¼á thσ prograφ wil∞ firs⌠ seσá iµ ì
  67. yo⌡á havσá ßá maste≥ recorΣ fo≥ tha⌠ activit∙ iε thσá prospec⌠á file«á  Thσ ì
  68. prograφá ha≤á one¼á exception¼á though║á  iµ yo⌡ ente≥ aε activit∙á witΦá ß ì
  69. compan∙á namσá oµá 'NEW'¼áá thσá prograφá allow≤á aεá unlimiteΣá numbe≥á oµ ì
  70. 'unattachedº activitie≤ iε thσ filσ witΦ thi≤ name«  
  71.  
  72.  
  73.                       ================================
  74.                       |           OPTION "G"          |
  75.                       | RETRIEVING AN EXISTING RECORD |
  76.                       =================================
  77.                              (G to GET/EDIT data)
  78.  
  79.  
  80. Oncσá yo⌡á understanΣ ho≈ t∩ retrievσ ß recorΣ usinτ thσ "Gó optioε iεá thσ ì
  81. Prospec⌠á file¼á theεá yo⌡ caε d∩ thσ samσ iε abou⌠ an∙ othe≥ par⌠á oµá thσ ì
  82. program«  
  83.  
  84. Observσá tha⌠ wheε yo⌡ searcΦ fo≥ ß recorΣ iε thσ Activit∙á file¼á yo⌡á arσ ì
  85. lookinτá fo≥ ß compan∙ name¼á usinτ thσ  "Só optioε withiε thσ "Góá screen«  ì
  86. Oncσá yo⌡ finΣ thσ record¼á yo⌡ havσ actuall∙ locateΣ thσ firs⌠ recorΣá  oµ ì
  87. al∞á oµ thσ Activit∙ record≤ unde≥ tha⌠ compan∙ name«á  T∩ theε looδ a⌠ thσ ì
  88. record≤ "behindó tha⌠ firs⌠ one¼á usσ thσ "Fó anΣ "Pó option≤ (ForwarΣá anΣ ì
  89. Prior⌐ t∩ fli≡ bacδ anΣ fortΦ t∩ seσ eacΦ record«  Al∞ activit∙ record≤ fo≥ ì
  90. an∙ onσ prospec⌠ arσ groupeΣ togethe≥ b∙ date¼ theε timσ oµ message.
  91.  
  92.  
  93.                                ==============
  94.                                |  OPTION S: |
  95.                                ==============
  96.  
  97. Dail∙á Snapsho⌠ oµ Appointments«á  Thi≤ give≤ yo⌡ ß quicδ listinτá oµá you≥ ì
  98. appointment≤á fo≥á an∙á onσ day«á   Iµ yo⌡ haΣ entereΣ ß timσ fo≥á an∙á onσ ì
  99. appointment¼ theε tha⌠ appear≤ also.
  100.  
  101.  
  102.  
  103.  
  104.                                ==============
  105.                                |  OPTION 1: |
  106.                                ==============
  107.  
  108.  
  109. Calendar«á  Thi≤á wil∞ sho≈ yo⌡ thσ day≤ oµ thσ weeδ fo≥ an∙ ┤ weeδá perioΣ ìètha⌠ yo⌡ selec⌠ fo≥ thσ nex⌠ 2,00░ years«á  UseΣ fo≥ clarifyinτ day≤ oµ thσ ì
  110. weeδ anΣ numeriπ day≤ oµ thσ montΦ wheε establishinτ appointments.
  111.  
  112.  
  113.  
  114.  
  115.                                ==============
  116.                                |  OPTION O: |
  117.                                ==============
  118.  
  119.  
  120.                      O  for Open or Pending Activities
  121.  
  122.  
  123. Thi≤á optioε give≤ yo⌡ thσ abilit∙ t∩ se⌠ asidσ activitie≤ int∩ ßá 'bucketº ì
  124. tha⌠ yo⌡ designatσ a≤ stil∞ opeε o≥ pending«á  Somσ activitie≤ ma∙ no⌠ havσ ì
  125. ßá futurσ commitmen⌠ datσ bu⌠ arσ unresolveΣ pendinτ somσ othe≥ follo≈á up«  ì
  126. Yo⌡á caεá thinδá oµ thesσ 'Openº activitie≤ a≤ existinτ iεá aεá  'Openºá o≥ ì
  127. 'Pendingº folder.
  128.  
  129. B∙ default¼á al∞ activit∙ record≤ arσ 'Closed'«á  Yo⌡ caε elec⌠ t∩ makσ an∙ ì
  130. singlσá activit∙á recorΣá 'Openº b∙ enterinτ thσ 'F10º ke∙á oεá eithe≥á thσ ì
  131. Activit∙á AdΣ o≥ Activit∙ Ge⌠ screen«á
  132.  
  133.  
  134.  
  135.  
  136.  
  137.                          Treatment of FAX numbers:
  138.  
  139. Thi≤ prograφ wil∞ carr∙ ove≥ you≥ FA╪ numbe≥ int∩ eacΦ activit∙ recorΣ a≤ ß ì
  140. visual convenience for you if you observe these steps:
  141.  
  142. 1)  Enter a 'FAX=' code into the comment line of the prospect\client file.
  143. 2)  At the end of the FAX number, place a '/'.
  144.  
  145.  
  146. EacΦ prospect\clien⌠ recorΣ ha≤ tw∩ line≤ fo≥ comments«á  Notσ tha⌠ yo⌡ caε ì
  147. placσ thσ 'FAX=º codσ int∩ eithe≥ line¼á iε an∙ placσ iε tha⌠ commen⌠ line«  ì
  148. Als∩á observσ tha⌠ casσ conventioε i≤ irrelevant«á  'FAX=º i≤ tha⌠ samσá a≤ ì
  149. 'fax='.
  150.  
  151. Let'≤á say¼á fo≥á example¼á tha⌠ you≥ prospect\clien⌠ ha≤ ß FA╪á numbe≥á oµ ì
  152. (214)690-4782«  Yo⌡ woulΣ theε ente≥ thi≤ codσ int∩ thσ commen⌠ linσ oµ thσ ì
  153. prospect/clien⌠ record:
  154.  
  155.                             FAX=(214)690-4782/
  156.  
  157.  
  158. Thσá prograφ wil∞ interpre⌠ thσ '/º a≤ thσ enΣ oµ you≥ FA╪ numbe≥ anΣá wil∞ ì
  159. theεá movσ ove≥ thi≤ phrasσ t∩ thσ beginninτ oµ eacΦ new activit∙ recorΣ:
  160.  
  161.                             FAX=(214)690-4782
  162.  
  163. è                   Treatment of duplicate Company Names:
  164.  
  165. Aε optioε exist≤ withiε thσ prograφ t∩ accommodatσ duplicatσ Compan∙ Names«  
  166.  
  167. Remembe≥ tha⌠ wheε yo⌡ ente≥ aε individua∞ namσ withou⌠ ß Compan∙ Name¼ thσ ì
  168. prograφá wil∞á creatσ ß Compan∙ Namσ consistinτ oµ 'firs⌠ plu≤ lastºá name«  ì
  169. Later¼á wheε yo⌡ prin⌠ labels¼á thσ labe∞ generato≥ wil∞ looδ t∩ seσ iµ thσ ì
  170. Compan∙á Namσ i≤ thσ samσ a≤ 'firs⌠ plu≤ lastº namσ anΣ wil∞ theε ski≡á thσ ì
  171. Compan∙á Namσ iε thσ label¼á thereb∙ freeinτ u≡ onσ linσ oµ thσá fivσá linσ ì
  172. label.
  173.  
  174. T∩á inser⌠ an∙ compan∙ namσ oµ you≥ choosinτ iε thi≤ skippeΣ line¼á observσ ì
  175. thσ followinτ logic:
  176.  
  177. 1⌐  Ente≥ ß 'DUPL=º codσ int∩ thσ commen⌠ linσ oµ thσ prospect\clien⌠ file.
  178. 2⌐  A⌠ thσ enΣ oµ thσ duplicatσ name¼ placσ ß '/'.
  179.  
  180.  
  181. EacΦ prospect\clien⌠ recorΣ ha≤ tw∩ line≤ fo≥ comments«á  Notσ tha⌠ yo⌡ caε ì
  182. placσ thσ 'DUPL=º codσ int∩ eithe≥ line¼ iε an∙ placσ iε tha⌠ commen⌠ line«  ì
  183. Als∩ observσ tha⌠ casσ conventioε i≤ irrelevant«á  'DUPL=º i≤ tha⌠ samσá a≤ ì
  184. 'dupl='.
  185.  
  186. Oncσ thσ prograφ sense≤ tha⌠ yo⌡ havσ entereΣ ß 'DUPL=º code¼á  tha⌠ entirσ ì
  187. namσ wil∞ bσ placeΣ int∩ thσ labe∞ iε thσ linσ wherσ thσ compan∙ namσ woulΣ ì
  188. havσ gonσ before.
  189.  
  190. Observσá tha⌠ thi≤ duplicatσ compan∙ namσ logiπ wil∞ als∩ worδ wheε yo⌡ arσ ì
  191. outputtinτ data«  Recallinτ thσ Maiε Prograφ Menu¼ optioε B:
  192.  
  193.                         "B)  Import or Output data"
  194.  
  195.  
  196. Oncσ yo⌡ selec⌠ 'Bº oε thσ Maiε Prograφ Menu¼ yo⌡ wil∞ theε seσ thσ 'Impor⌠ ì
  197. o≥á Outpu⌠ Datß Menu.º  Iµ yo⌡ selec⌠ option≤ 2¼á 3¼á 4¼á o≥á 5¼á theεá thσ ì
  198. duplicatσ compan∙ namσ logiπ wil∞ worδ witΦ thesσ selection≤ a≤ well.
  199.  
  200.             "2⌐  Outpu⌠ record≤ t∩ Wordstar/Mailmerge[TM]"
  201.             "3)  Output records to WordPerfect[TM] 4.2 or 5.0"
  202.             "4)  Output records to dBASE III [Reg. TM]"
  203.             "5)  Output records to Microsoft [Reg. TM] Word 4.0"
  204.