Sales Action

When you first log in to this screen you will see a list of "Todays Tasks/Actions"

The filter can be changed by "Time" and "Status"

Click NEW to add

Company - Select from the list the company, if they don't show in the list you need to make sure the customer has Sales type ticked in the Contact information page.

Due - Enter the date and time the Action is Due.

Action - Select the action, you can add to the list by double clicking. Try to keep to a set list so you can run reports by the Action very easily

Assigned To - Select from the list who the action is for, Managers can create actions for everyone.

Complete - Use this button once the action has been completed and it will time and date stamp.

Notes - Type any notes about the action; this could be information for a call or a visit.

Notes (Out Come) - Type notes about the call or meeting for future reference.

Outlook - Use the Outlook button to send this Sales action into Outlook as a task or calendar event with reminder options

FIND - Filter the listing by many criteria, This can be very useful if you wish to print a listing of this weeks tasks.

SEND - Use the send button to run reports of the data filtered.