Slide 1

Slide notes: In this tutorial we are discussing how we operate Contact Marketing from the dashboard. It is possible for a non-Marketer to use the Appplication functions, but such a person will not be able to execute Call Lists, i.e. will only use the other Contact Marketing functions. In this case, as we can see on the left, there are no call statistics for the User.

Slide 2

Slide notes:

Slide 3

Slide notes:

Slide 4

Slide notes: When you enter as a Contact Marketer, that means you are on the list of Contact

Marketers. You can have 1 or multiple profiles on this list, and if you have more than 1,

then you will have to select the profile to operate with, at this time.

Slide 5

Slide notes:

Slide 6

Slide notes:

Slide 7

Slide notes: If you are a Marketer, then the statistics on the left will include your statistics as well as those for all Marketers. These statistics show up-to-the-minute comparisons of Calls, Orders and Sales for Today and Yesterday. For This Week and Last Week, and for This Month and Last Month.

Slide 8

Slide notes:

Slide 9

Slide notes:

Slide 10

Slide notes: The dashboard will clearly show the current profile that is active.

Slide 11

Slide notes: The dial prefix is automatically loaded from the system settings. However it is possible to change it if it does not apply for your call station.

Slide 12

Slide notes:

Slide 13

Slide notes:

Slide 14

Slide notes:

Slide 15

Slide notes:

Slide 16

Slide notes:

Slide 17

Slide notes: The "On Demand Contact" is used for ad hoc entering of a Call Contact record, without having to go via the Call List that is active. We discuss this option in a separate tutorial.

Slide 18

Slide notes: As a Contact Marketer performing calls, the primary functions are the Call List functions on the main dashboard. The 1st, Query a Call List, can be used to query any Call List.

Slide 19

Slide notes:

Slide 20

Slide notes:

Slide 21

Slide notes:

Slide 22

Slide notes:

Slide 23

Slide notes:

Slide 24

Slide notes:

Slide 25

Slide notes: The "Activate Call List" option is used to select a Call List to work on, i.e. to make Calls.

Slide 26

Slide notes:

Slide 27

Slide notes:

Slide 28

Slide notes: The system will show 'up to date' indicators for the Active List at all times. The List will remain active until released, and that can be a few minutes, or a day or a week or longer. At any time the Marketer can pause current calls and return here, and continue again at any stage where he or she last left off.

Slide 29

Slide notes:

Slide 30

Slide notes: ORGANIZE can be used at any time to re-organize the Active Call List, and any entries that are selected move to the top, thereby becoming the next Contacts to call.

Slide 31

Slide notes:

Slide 32

Slide notes:

Slide 33

Slide notes:

Slide 34

Slide notes:

Slide 35

Slide notes:

Slide 36

Slide notes: The primary activity takes place when we EXECUTE the current Call List. This leads to one Contact Call after another.

Slide 37

Slide notes: There is plenty to be said about the Call Contact screen, but that is the subject of a separate tutorial.

Slide 38

Slide notes: For now, we will simply select PAUSE CALLS, and this option is used whenever we want to return to the dashboard.

Slide 39

Slide notes: We can choose EXECUTE again, of course, and we will be back at the same Contact Call where we paused, except if we re-organize the list and put another entry at the top.

Slide 40

Slide notes: When we have exhausted the Call List or for some reason choose not to continue with it, then we will RELEASE the Call List.

Slide 41

Slide notes:

Slide 42

Slide notes: And that describes the primary sequence of operating from the dashboard.