Calendar

This field is used to enter the code of a sales representative whose activity needs to be inquired.

Start date to be stipulated before launching the search.

End date to be stipulated before launching the search.

Filter on the appointments.

Filter on tasks.

Filter on calls.

Week number of the commercial action.

Start date of the commercial action.

Start time of the commercial action.

End date of the commercial action.

End time of the commercial action.

Action type

Commercial action status.

Commercial action object.

Category

Sequence number of the commercial action.

BP code.

Contact number.

This field is used to filter the list of appointments by category. If a category is selected, only the appointments belonging to this category are displayed.

This field is used to isolate the appointments of the type "Absence" for the period specified in the header. When an appointment is of the type "Absence", it is always displayed in the workbench regardless of its status, "done" or "to do".

This field is used to filter the list of calls by category. If a category is selected, only the calls belonging to this category are displayed.

Filter on late calls.

Filter calls associated with call campaigns.

This field is used to filter the call list according to their priority level. This criterion can be combined with the category.

Filter on unscheduled calls.

Week number.

Date of the call.

Time of the call.

Code of the call contact.

BP code in the call header.

Direct line number of the contact. If this field does not make it possible to reach the contact, the user can obtain from within a single window, the list of all the telephone numbers which can potentially be used to call the contact.

Cellphone number of the contact. If this field does not make it possible to reach the contact, the user can obtain from within a single window, the list of all the telephone numbers which can potentially be used to call the contact.

Number of call attempts.

Call object.

Call category.

Call priority level.

When the call obviously comes from a marketing campaign, the code of both the campaign and the marketing operation should be saved. These data will feed the statistics sent back by the marketing campaigns. The "Selection" context menu displays the list of all the marketing campaigns defined in the application.

Number of the marketing operation at the origin of the call.

This field is used to filter the list of tasks by category.

If a category is selected, only the tasks belonging to this category are displayed.

Taking into account of the task deadlines.

Filter on unscheduled tasks.

This field is used to filter the task list according to their priority level. This criterion can be combined with the category.

Filter on late tasks.

Week number.

Task due date.

Task description

Task priority level.

Company name of the BP associated with the task.

Code of the contact associated with the task.

Code of the project associated with the task.

Task category.

Code of the BP associated with the task.

This field is used to filter the list of projects by category.

If a category is selected, only the projects belonging to this category are displayed.

This field is used to filter the list of projects according to their current stage.

This criterion can be combined with the category.

Filter on the projects without requested closing date.

Closing date of the required project.

Use this field to specify the successive steps reached by the project.
A new step can be automatically created. The creation of a pre-sales step is defined as automatic in the setup of miscellaneous table 400 - Project step, via the following information: Step type (local menu 2973).

Setup example for Table 400 - Project step:

Depending on the setup of this table, some step types can be automatically created:

• First stage of a sales cycle
  When creating a project: if there is, in the table, a step associated with step type 'First stage of a sales cycle', the first step is automatically created.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, the step must be entered manually, since the first step is mandatory.
  In the current example, step 'Project detected' is automatically created.
  
   
• Sending of a quote
  When creating a quote associated with the project: if there is, in the table, a step associated with step type 'Sending of a quote', the step is automatically created and the number of quotes is updated.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, no automatic creation is triggered.
  In the current example, step 'Quoted' is automatically created.
   In the case where an automatic creation is implemented for quotes, a quote can be created in relation to a project, even though this project has been closed. In this case, it is automatically opened again.
   
• Negotiation
  When creating a call, task or appointment: if there is, in the table, a step associated with step type 'Negotiation', the step is automatically created.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, no automatic creation is triggered.
  In the current example, step 'Negotiation' is automatically created.
   
• Project gained
  When creating the first order: if there is, in the table, a step associated with step type 'Project gained', the step is automatically created and the project status switches to 'Won'.
  From then on, no more pre-sales steps are automatically created. The new steps are after-sales steps for which there is no automatic creation.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, no automatic creation is triggered.
  In the current example, step 'Project won' is automatically created and the project status switches to 'Won'.
   In the case where an automatic creation is implemented for orders, an order can be created in relation to a project, even though this project has been closed. In this case, it is automatically opened again.
   
• No step
• Project lost
• Project abandoned
  
  These step types are not automatically created. The steps must be created manually.

Additional details about the setup of miscellaneous table 400 - Project step

• (1) Closing:
  Use this field to specify whether the project must be closed or not at this step.
  
  

Company name of the BP associated with the project.

Project amount.

Success percentage of the project.

This inaccessible field displays the number of quotes already generated for the project. This is loaded on the creation and the deletion of the quotes for a project.

Project description.

Project category.

This field is by default associated to an automatic functioning sequence number counter. Consequently, the user should not normally concern him/herself with its contents.

Code of the BP associated with the project.

When the field "Display the calls for all campaigns together" is not selected, a click on one of the marketing operations allows the user to obtain the list of the calls relative to this operation. These calls are also assigned to the representative and to be carried out during the period mentioned in the workbench header.

In order to link the calls and their respective operation, each selected operation carries a small arrow at the start of its title.

When the "Display the calls for all campaigns together" field is ticked, all the calls and all of the marketing operations are displayed together in the right half of this tab. Only a selection based on the period and the representative identified in the planning workbench header is carried out.

Information on the appointments.

Information on calls.

Information on tasks.

Information on projects.

Information on service contracts.

Displayed message type.

Chrono number concerned by the message.

Information message or alert.

Information on deadlines.

Code of the sales representative concerned by the message.