Columns in the Conversation Form

Columns in the Conversation Form Explained

Employee & Date

When you type in the note field the employee an date field will be populated.

Follow Up

The date you want to follow up on this conversation.

Note

A note about the conversation.

With Whom

With whom you spoke.

About

What did you talk about. Select topic from the dropdown. Change in Company > Extra >Table Maintenance

You can set a default in the Employees form

How

How did the contact take place. (E.g. email, visit, telephone etc.). Change in Company > Extra >Table Maintenance.

Completed

Select if the conversation is completed.

I.F

Is Follow Up. Select if this is a follow up of a previous conversation.

Pipeline Position

If this is about a sale, select the pipeline position.

To change the fields go to Company > Extra > Table Maintenance > Customer Tab and select Sales Pipeline

Sales Pipeline Overview:

The Sales Pipeline helps track the progress of sales opportunities. To view the pipeline, go to Customer > Extra > Sales Pipeline Overview.

Time Begin

The time will be filled in when you type in the note field.

Time End

Change the time.

Duration Minutes

The time you spend on this conversation.

Pipeline Position

Sales Process Steps:

1) Initial Contact: The salesperson makes first contact with a potential customer.

2) Qualifying the Prospect: The prospect is assessed to determine if they are a viable lead.

3) Lead Validation: The qualified lead is further validated into a sales opportunity.

4) Pipeline Progression: The lead is followed through the different stages of the sales pipeline until the sale is closed.

If the context involves a sale, ensure to select the appropriate pipeline position.

To change the fields go to Company > Extra > Table Maintenance > Customer Tab and select Sales Pipeline

Right-click Menu

Create Booking

Should you select Create booking you will be re-directed to the Smart IT Calendar/booking screen Calendar/Booking

Create Outlook Task

Once selected, you are re-directed to MS outlook. The contents of the conversation will be embedded in the body of the appointment/task, and you can continue to set and or edit your appointment/tasks.