WINSALES - Silent Partner
Contents
1. 10 x Contact Jack Franklin Follow up with Mr Franklin about the meeting last Sales Rep Janet Evergreen week Campaign Magazine Date 07 11 2001 Time 11 18am Status Scheduled kt Details PC World Left Message Call Type Outbound Call Purpose Follow Up Meeting Result Next Step JD 8 14 2001 7 57am Note Think of these windows as transparencies on an overhead projector Whichever one is on top is the one you are working on You can tell which one that is by the colored title bar The other two will be gray You can now see all of your windows at once and can move from one to another by simply clicking your mouse anywhere on the window you wish to work in making it active open How It Works When your Calendar is active open you can double click on any of the Tasks and the system will automatically take you to that Activity by populating the Activity and Contact windows as shown above You will notice that the Activity window is now active open as indicated by the colored title bar and that you can view all of the Contact information needed to perform the task In this example of a Phone Call activity the phone numbers are visible as well as other Contact information you need to know When you Resolve the Activity the system will automatically activate open the Calendar window so you can double click on the next Task WinSales User Training Lab Problems Initial each item y2. WINSALES User Training Workbook WINSALES For Real Estate Communit Trainee User Training Topics Trainer U Database Overview Contact Screen Activity Log Calendar Wizard Screens Viewing Action Plans Workbench Setting Up Your Desktop LJ Working with Contacts The Contact Window Adding a New Contact Adding Notes to a Contact Adding a New Contact to an Existing Company Using the Organization Chart Finding an Existing Contact Updating and Deleting an Existing Contact Adding a Duplicate Contact Licreating New Activities What is an Activity The Activity Window Creating a New Activity Logging an Event Scheduling a New Activity Adding Notes to an Activity Resolving a Scheduled Activity a Working with the Calendar The Calendar Window Using the Appt Window Using the Planner Window Using the Tasks Window Resolving Scheduled Activities Update Delete Existing Activities Date L The WinSales Work Area Components The Menu Bar and Choosing Menu Options The Active Window On Line Help a Working with the Activity Window What is the Activity Log Displaying a Summary of Activities for a Contact Viewing the Notes Attached to Activities Displaying and Printing Scheduled Activities Searching the Activity Log Resolving Scheduled Activities Updating and Deleting Existing Activities a Working with Action Plans What is an Action Plan and when to use them Initiating and Abortin
3. es No 3 Do you feel you received thorough training Yes No 4 Were your questions answered to your satisfaction Yes No 5 The pace was Tooslow Good Too fast 6 Do you feel you were properly prepared for training Yes No 7 What could we have been done differently What could we do better
4. g Action Plans LJ Working with Opportunities What is an Opportunity Scheduling an Opportunity for a Contact Finding Opportunities for a Contact Finding Scheduled Opportunities LJ Using the Workbench Overview of the Workbench Functions Working with Pre defined Queries WINSALES SHORT CUT KEYS FUNCTION Help Contents F1 Activity Log Open F2 Activity Log Refresh Calendar Open F3 Calendar Refresh F5 Workbench F4 Find Ctrl F Clear Open Active Screen Ctrl E Clear All Screens At Once Ctrl L Save Record Ctrl A Delete Record Ctrl R Cut Ctrl X Copy Ctrl C Paste Ctrl V Setting Up Your Work Area Window Layouts It is suggested that when you are working with the Contact Window Activity Log and Calendar that you have all three windows open at the same time in order to move effortlessly from one to the other Below is our recommendation for how to lay them out E WinSales Basic Selling System Training E E 191 xj File Edit Search View Options Tools Help Contact Company Deep South Drilling ae Type Priority DueDate Description Phn 741122001 11 184M Jack Franklin Follow up with Mr Fre Appointments Address 4 Airport Road 2Do 711322001 12 00PM Jack Franklin Put together a pricing FEEDS Phn 7 18 2001 07 304M Randolph Wheeler Follow up with k Cv suzZe EE Country Phone 404 555 6783 a Phone Call i f DO Meeting Opportunity
5. ou have completed 13 14 15 16 17 18 Open and close the Database Log On Log Off Open the Contact Activity and Calendar windows and position them on your monitor Know the tabs and fields in the Contact window Define Multiple Response and Reference Table fields Enter a new Contact Find an existing Contact Edit Update an existing Contact Choose a Next Action From Wizard screen Perform Activities New Perform Now and New Schedule Move from the Activity Log tab to a specific Activity by double clicking Resolve a Scheduled Activity Search the Activity Log for specific Activities Activity Log Filter Perform scheduled Activities in the Task List Double click an Activity Print a letter from the Correspondence Tab Initiate and Abort an Action Plan Send an Email from the File menu Copy and Paste Review User Manual Complete and send the attached Training Survey to Silent Partner WINSALES TRAINING SURVEY Thank you for taking a moment to fill out this short survey of your training session This information will help us determine if we are delivering quality service to our clients which is our highest priority Fax to Silent Partner at 425 483 1168 or email to training silentpartner com Company Name Your Name Optional Trainer Training Date 1 Trainer professionalism Poor Good Very Good Excellent 2 Was your trainer well prepared and knowledgeable Y
Download Pdf Manuals
Related Search