main menu_outside sales
TRANSCRIPT
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8/10/2019 Main Menu_outside Sales
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Outside Sales
10.Customer Workbench
20.Generating Call Report
30.Itinerary Report
40.Daily Sales Report
50.New Company List
60.New Customer List
70.Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup fromPDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Microsoft Notepad
0
Company Name Zip Code Contact First Name
Customer Workbench
Status
Area Code + NumberCity Contact Last NamePhone Number
Company Data
Type
Company Number
Pay Terms Number
Geo Code
ACTIVITYDate Type Owner
Activity Notes
Insert Text D
Link File Em
SAVE
Activity List
Date Type Owner Subject
Quote/Order Detail
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
AreaCode Ext
NEW
Company Name
City State Zip Code
Company Billing Address
SAVE
NEW
First Name Last Name
Address
City State Zip Code
Contact Name
Default
Contact Data
Quick ADD
(See Slide 2 for Browse Pop-up window)
CountryName Type NumberAreaCode Ext
A
CountryName
Subject
Default
Date Quote / Order No. Line No. Description Configur ation Quantity UOM Pr ice Salesperson Phone Salesperson Notes
09-17- 2010 Order 838850 5 5 ROUND 110 AE ROD PIRECES = 20 L ENGTH=8.75 20 PIECES 5200.00 Janice Placker 713-856-6877
09-17-2010 Order 838850 3 3- 3/4 ROUND 110 AE ROD PIECES = 1 LENGT H=144 514 POUNDS 2379.82 Janice Placker 713-856-6877
09-17-2010 Order 838850 2 3- 3/4 ROUND 110 AE ROD PIECES = 2 LENGT H=144 1028 POUNDS 4759.54 Janice Placker 713-856-6877
CHAMMAS CUTTERS, INC
P. O. Box 1102
HOUSTON
ACTIVE
TX 77041
713 8568777NET 30 OFFICE
MICHEL CHAMMAS
11320 FM 529 BLDG. 1
HOUSTON TX 77041
713 8568777 OFFICE
MICHEL CHA
11320 FM 529
Houston, Tx. 7
Met with Michel. They're very busy. We finally cleared up someitems that were on backorder. He asked that we stay on top ofback orders and keep up our inventory on the sizes they use. Itold him I would mention this to Janice. I thanked him for theirbusiness.
09-22-2010 Meeting Sherry Groce Sales Call
09-22-2010 Planned Sherry Groce Sales Call
08-13-2010 Phone Call Sherry Groce Astros tickets
0812-2010 Phone Call Sherry Groce Astros tickets
0810-2010 Phone Call Sherry Groce Astros tickets
12-09-2009 Meeting Sherry Groce Sales Call
07-22-2009 Meeting Sherry Groce Sales Call
ADD
Phone, Fax, Email Numbers
(Office) 713-856-8777 * (Fax) 713-8568796
Accounting Dept. Notes Outside Sales Notes
Inside Sales Notes Notes for Dick Farmer
Kim Colvin
11320 FM 529
Houston, Tx 77
Company Physical Address
CityState Zip Code
11320 FM 529 BLDG. 1
HOUSTON TX 77041
Note For Type File Name Description
Activity Text
Email Website URL
Title
SIC Code SIC Code Descp. Email
Customer Number
AttachmentBrowse
10.310 10-10
10.40
10.30 10-20 Dist
10.70 10.60
10.50
10.100 10.90 10.80
10.130 10.120
10.110
10.140 10.150 10.160
10.170 10.180 10.190
10.300
10.200 10.210 10.220 10.230 10.240
10.250
10.260 10.270
10.280 10.290
10.320 10.330 10.340
10.350
10.360 10.370
10.380
10.390 10.400
10.410 10.420 10.430 10.440
10.460
10
10.490 10.500 10.510 10.520
10.530
10.1 10.2 10.3 10.4 10.6 10.9 10.7 10.8 10.10 10.11
Default
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Customer Browse Pop-up Window after entering Company Name
Pop- up Box when using the Quick Add button for Company Data
ADD
If no company exists when performing thADD button will open the Quick A
Outside Sales
Customer Workbench(Pop-up windows)
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup from PDA
Office Applications
Microsoft WordMicrosoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Address City State ZIP Contact (Default) Phone Number (Default)FAST DRILL PORTA RIG 201 SOUTH 2 ND STREET FULTON TEXAS 361-729-2332
FAST HOUSTON (CDI SEAL) 8103 RANKIN ROAD HUMBLE TEXAS 281-913-82899
FAST HOUSTON (EGC PLAS) 8103 RANKIN ROAD HUMBLE TEXAS 281-744-6100
281-446-6662
281-774-6284
FAST MASTER PRODUCTS 6819 HWY BLVD SUITE 580 KATY TEXAS 281-391-6760
281-391-6760
City State Zip Code
Company Name Company Address
Company
Country CodeName TypeCountry
NumberArea
Ext
CANCEL CLEAR SAVE
When entering data for a new company the following fields MUST be
completed before the system will allow a Quote/Order to be entered:
(1) Contact First Name
(2) Contact Last Name
(3) Contact Zip Code
(4) Contact Phone Number
NOTE
CANCEL Browse CLEAR OK
Contact
Contact First Name Contact Last Name Contact Address
City State Zip Code Country
CodeName TypeCountry
NumberArea
Ext
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Outside Sales
REVISION OF
CUSTOMER
WORKBENCH
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup fromPDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name
Status
Area Code + NumberCity Contact Last NamePhone Number
Company Data
Type
Company Number
Pay Terms Number
Geo Code
ACTIVITYDate Type Owner
Activity Notes
Insert Text D
Link File Em
SAVE
Activity List
Date Type Owner Subject
Quote/Order Detail
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
AreaCode Ext
NEW
Company Name
City State Zip Code
Company Billing Address
SAVE
NEW
Contact First Name Contact Last Name
Address
City State Zip Code
Contact Nam
Default
Contact Data
Quick ADD
(See Slide 2 for Browse Pop-up window)
CountryName
Type NumberAreaCode Ext
CountryName
Subject
Default
Date Quote / Order No. Line No. Description Configur ation Quantity UOM Pr ice Salesperson Phone Salesperson Notes
09-17- 2010 Order 838850 5 5 ROUND 110 AE ROD PIRECES = 20 L ENGTH=8.75 20 PIECES 5200.00 Janice Placker 713-856-6877
09-17-2010 Order 838850 3 3- 3/4 ROUND 110 AE ROD PIECES = 1 LENGT H=144 514 POUNDS 2379.82 Janice Placker 713-856-6877
09-17-2010 Order 838850 2 3- 3/4 ROUND 110 AE ROD PIECES = 2 LENGT H=144 1028 POUNDS 4759.54 Janice Placker 713-856-6877
CHAMMAS CUTTERS, INC
P. O. Box 1102
HOUSTON
ACTIVE
TX 77041
713 8568777NET 30 OFFICE
MICHEL CHAMMAS
11320 FM 529 BLDG. 1
HOUSTON TX 77041
713 8568777 OFFICE
MICHEL CH11320 FM 52
Houston, Tx.
Met with Michel. They're very busy. We finally cleared up someitems that were on backorder. He asked that we stay on top ofback orders and keep up our inventory on the sizes they use. Itold him I would mention this to Janice. I thanked him for theirbusiness.
09-22-2010 Meeting Sherry Groce Sales Call
09-22-2010 Planned Sherry Groce Sales Call
08-13-2010 Phone Call Sherry Groce Astros tickets
0812-2010 Phone Call Sherry Groce Astros tickets
0810-2010 Phone Call Sherry Groce Astros tickets
12-09-2009 Meeting Sherry Groce Sales Call
07-22-2009 Meeting Sherry Groce Sales Call
ADD
Phone, Fax, Email Numbers
(Office) 713-856-8777 * (Fax) 713-8568796
Accounting Dept. Notes Outside Sales Notes
Inside Sales Notes Notes for Dick Farmer
Kim Colvin
11320 FM 52
Houston, Tx
Company Physical Address
City State Zip Code
11320 FM 529 BLDG. 1
HOUSTON
TX 77041
Note For Type File Name Description
Activity Text
Email Website URL
Title
SIC Code SIC Code Description
Email
Dist Customer Number
Attachment
Browse
Company Address City State ZIP Contact (Default) Phone Number (Default)FAST DRILL PORTA RIG 201 SOUTH 2 ND STREET FULTON TEXAS 361-729-2332
FAST HOUSTON (CDI SEAL) 8103 RANKIN ROAD HUMBLE TEXAS 281-913-82899
281-446-6662
BACK
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup fromPDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Microsoft Notepad
Pending information regarding Call Report
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup fromPDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
Itinerary Report for Wes Ball
Outside Salesperson Zip Code Display ReportItinerary Report Print Report
Primary Contact Address State Zip Phone
Will default to the log-in outside salesperson
New Fields to be added to existing report
Wes Ball
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup from PDA
Office Applications
Microsoft WordMicrosoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
Daily Sales Report Date ToDate From Outside SalespersonDisplay Report
10/04/2010 10/06/2010Wes Ball
Daily Sales Report for Wes Ball From 10-04-2010 thru 10-06-2010
10/06/2010
10/05/2010
10/04/2010
Print Report
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Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup from PDA
Office Applications
Microsoft Word
Microsoft ExcelMicrosoft Powerpoint
Microsoft Notepad
New Company ListPrintDisplay ReportZip CodeDate ToDate From Outside Salesperson
Date Added Company Name Address City State Zip Contact Name Contact Address Contact City Contact State Contact City Contact Zip Contact Phone Q
New Company List for _____________ From ___________ To_____________
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New Customer List
Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup from PDA
Office Applications
Microsoft Word
Microsoft ExcelMicrosoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
Report will default to the last 30 days but can be changed to ALL to view all new cu
Report will default to the customers for the outside salesperson running the report
Report can be run for a specific date range
Report will be based on the zip code in the Contact Data (not Company
Report will show the Contact name and phone number.
Highlights discussed in meeting on 09-27-2010
Display ReportZip CodeDate ToDate From Outside Salesperson
Future Changes to be made to Report
New Customer List for _____________ From ________ To_____________
Print
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup fromPDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup fromPDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
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Compan Bro se Contact Bro se
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup from PDA
Office Applications
Microsoft Word
Microsoft ExcelMicrosoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
Company Browse Contact Browse
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8/10/2019 Main Menu_outside Sales
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
InterofficeCommunication
Customer Lookup fromPDA
Office Applications
Microsoft WordMicrosoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear
Company Browse Contact Browse
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8/10/2019 Main Menu_outside Sales
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Outside Sales
Customer Workbench
Generating Call Report
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
InterofficeCommunication
Customer Lookup fromPDA
Office Applications
Microsoft WordMicrosoft Excel
Microsoft Powerpoint
Microsoft Notepad
Company Name Zip Code Contact First Name Area Code + NumberCity Contact Last NamePhone Number
City ZStateStatePhone Number
Area Code + Number
Company Browse Contact Browse
Search
Clear