Call Management Screen
Call Management Screen Explained
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You will only have access to Tasks and the Call Management Screen if you have your Call Mode set to be Advanced.
Here is the guide explaining how to change the Call Mode Setting.
You access the Call Management Screen from two locations on the home screen.
1. Touch 'New Call'.
Select the Retailer by touching 'Select'.
2. Second Option: Touch the 'Quick Links' in the top left of the screen.
In the drop down menu touch 'New Call'.
You will now be able to view the Call Management Screen.
In the top right of the screen, touch into the field 'in Store Visit'. You will view this drop down menu giving you options to change the type of call.
The Orders in Progress box allows you to view any Draft or Quotes that have not been uploaded. You may edit and cancel any draft or quote orders from here.
You can start a new order from here, touch in to any of the New Order Modes to start an action.
If you have left any Notes on the Retailer, they will appear here.
Touch into the area and the pop-up keyboard will appear.
In the Checkout box you will View the Retailers set preferred call frequency.
Touch here to Create a New Appointment.
In the 'Tasks in Progress' box, you will be able to view any Required or Optional Tasks your office has assigned for you to complete when in that retailer.
Once you have completed a Task before uploading they will appear here.
You can edit, delete or submit tasks that you have already commenced but have not uploaded.
Touch 'New Task' to view pre-loaded tasks your Office Management has configured. If you have completed any task they will remain in the 'Task in Progress' box until uploaded.
Touch either 'Competitor Survey' or 'Delivery Drivers Check' as these are the two Tasks that have been set up for this retailer.
You will now see two entries in the task section.
Touch 'Complete and Upload' to send these orders off to the Cloud.
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