Versions Compared

Old Version 3

changes.mady.by.user Fiona Wilson

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Wilson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

1. Access internet registrations

From Organiser:

  • Click Right-click over Internet Registrations (often shown in Overview panel)

  • Select Full results
    The Internet Registrations screen will be displayed

  • The Activity Feed is shown on the right side of the screen

  • Selecting a lead in the main grid of the window on left displays all journal entries added for that lead in the Activity Feed

  • The grid displays a Last Call date for any internet registrations that have had journal entries added

Tip

Leads which are still to be followed up will have no Last Call date entry - click the column heading to sort by date/no date to easily identify leads which need attention

2. Add journal entry to portal lead

From Internet Registrations:

  • Select a lead in the main grid of the window (on left)

  • In Activity Feed on right, click (plus) and select Create journal entry

  • Enter Call note and click Accept

  • The note is visible in the Activity Feed and the Last Call date is updated with the current date

...