Sales Call Maintenance
Program/Screen: CXSLCM/CXSLCM20
Description:
Use this screen to create, review, or modify a sales call record. A sales call record stores information about communication that you have had with a specific customer, and the record can be displayed from various customer inquiry programs.
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Navigation
Access this screen in one of three modes from the Launch screen: add, inquire, or change. In Add mode, the system creates the sales call number and displays it at the end when you write the record. In Inquire mode, you access an existing sales call as view-only. In Change mode, you access an existing sales call with the ability to modify the record.
Use function keys to review marketing contacts and sales call comments.
Unique Sales Call Maintenance Screens
Sales Call Maintenance - Launch
Sales Call Maintenance
Additional Program Screens
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Fields
Displays the number of the sales call you are viewing or changing. If you are creating a new sales call, this field displays the message, "Auto creating number," and the sales call number appears when you write the record.
If the Use 9 digit Sales Call Number setting in control record CXSLCM is set to Y, the sales call number will be 9 digits long, and will not include a sequence number.
If the Use 9 digit Sales Call Number setting in control record CXSLCM is set to N, this field displays the sequence number for the sales call. In this scenario, sales call numbers are 7 digits long with a 3-digit sequence number.
Displays the internal record number assigned to the sales call.
Enter the number of the sales representative who made or will make this sales call.
Enter the date and time of the last contact with the customer. The default is today's date, but you can change it to reflect the actual date of the sales call.
Indicate whether you want to create a reservation or a quote for this sales call. If you enter Y, when you are done entering the sales call, the Create Reservation/Quote screen appears.
Enter the date and time when someone should follow-up with the customer. The default is today's date, but you can change it.
Indicate whether a credit application should be sent to the customer.
If applicable, enter up to two category/class IDs that are related to this sales call.
Indicate whether the sales call is complete.
Enter the appropriate territory/branch code for the sales call based on whether the sales call was at the customer's office or at one of their job sites. A setting in control record CXSLCM controls the label for this field.
If applicable, enter a sub-territory number for this sales call to provide the sales representative with a way to further filter sales calls on inquiry screens.
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If applicable, enter a projectGrouping of multiple customer jobs working on the same development venture. number to which this sales call is related.
Enter the name of the company where the sales representative made the sales call. If the sales call is for an existing customer, skip to the Account Number field and enter the customer number and automatically populate this field.
If the sales call is for an existing customer, enter their number and populate the Company Name field automatically.
If applicable, enter additional name information for the company. This could be the name of the job site where the sales representative made the sales call.
Enter or accept the first line of the company's address.
Enter or accept the current marketing status of the company. Valid status codes include:
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A - Active
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C - Contractor
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I - Inactive
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N - Non-Customer
Enter or accept the second line of the company's address.
If applicable, indicate if the company is the general contractor for the job related to the sales call.
Enter or accept the third line of the company's address.
Indicate whether the sales call location is the company's office.
Enter or accept the company's city, state, and postal code.
Enter a user-defined code to indicate how this customer heard about your company.
Enter or accept the company's main phone number.
Enter or accept the company's fax number.
Enter a code to place this customer into a standard industry classification. This setting is useful when sending out marketing information that you want to apply to a specific industry such as contractors or carpenters.
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Enter a code to place this customer into a region for analysis and reporting purposes.
Enter a code that identifies the type of sales call. Valid codes include:
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R - Reservation
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S - Sales
Enter or accept the date that the sales call started or will start.
If applicable, enter the total monetary amount of the job construction.
Displays marketing contacts associated with the company. Press F10 to review marketing contact records. Enter 4 to the left of any contact you want to remove.
Function Keys
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Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F7 |
Update Quote or Reservation. For future use. |
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F8 |
Toggle USA/International Phone Numbers. Toggle the Phone and Fax fields on the screen to allow entry of international phone numbers. |
|
F10 |
Contact Information. Advance to Marketing Contact Maintenance to review a list of marketing contacts for the customer. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F17 (Shift + F5) |
Comment Information. Advance to the Sales Call Comment Inquiry screen where you can add a comment to the sales call or review existing comments. |
|
F23 (Shift + F11) |
Delete. Delete the sales call record. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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