Follow up activity, as entered in the Follow Up window of
Customer Contact Information can be
reviewed and modified by cutoff date.
The inquiry can be generated by Salesman selection or by Division,
as determined by the Email To flag in each expanded comment
record.
Only customers with comments flagged as I (Incomplete) or F (Follow
Up) in the Status field of the comment, are included in this
inquiry.
Customers that have only comments flagged as L (Lost) or C
(Completed) will not be included.
The prompts to view the outstanding follow up activity records by customer are:
Click By Salesman to view customers with follow up
activity records by Salesman.
Customers with follow up activity records flagged in the expanded
comment record to email to S (Salesman) or B (Both) will be
included in the resulting customer list.
NAME
The name of the Salesman displays, or if follow up is to be by the
operator's default Division, then the Division description is
displayed.
Customer Details for Follow Up:
The resulting customer records displayed have met the following
criteria:
The inquiry fields are:
Follow Up Email:
An automatic email reminder referencing VIEW FOLLOW UP ACTIVITY,
can be generated on the follow up date to the Salesman or division
contact for each customer comment, by setting up CMFE02 to run
daily from Automatic Job Scheduling.
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