Conversations

Top  Previous  Next

Go to Customer > Conversations Lookup

Aim.

Make notes about your discussions / follow up, with whom and compile a daily report on who you should follow up. Get statistics about the follow-ups per employee etc.

 

Aim of the sales pipeline. To get an overview of the sales pipeline go to Customer > Extra > Sales Pipeline Overview

Number of customers in pipeline - In Pipeline

Number won - Won

Number Lost - Lost

% of deals that successfully makes it through the pipeline - Win %

New prospects this month - Where the First Sales contact was in this month.

Average time deals stay in the pipeline before they are won - or sales velocity (days). - Avg. time to close days.

 

Remember you can quickly add a conversation from the Customer Lookup form, right click menu or from Customer > Main Menu > Quick Add Conversation button.

Go to Customer Form > Conversations tab

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookup
Customer Main Menu

Customer Main Menu

    Arrow_Blue                                                                                                                                                                                                                                 Arrow_Blue                

 

HowWith WhomAboutCreate Outlook TaskCreate BookingOpen Conversation FormFollow up on thisIFStatementEnquiryFollow-upDurationPipeline PositionCustomer Credit ControlCustomer ExtraDeleteCustomer EquipmentSaveCustom TabLoyalty CardsClassificationBank Card DetailsContacts & addressesFinancial InfoGeneral
Customer Conversations

Customer Conversations

Columns

Description

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

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

 


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.

Where is it used?

Customer > Conversations

Sales pipeline overview.

 

Notes

You can set a default 'About' in the Employee Form