Diary and Planner and Marketing Scheduler Overview
The following will guide you through the process of how to use the diary and planner and marketing scheduler.
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STEP 1
Go to the 'Diary and Planner' section in the main menu.
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STEP 2
The diary will default to week view. This shows you everything you have entered into your diary and planner. You can also view the diary and planner in day and month view as shown below.
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STEP 3
Day view
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STEP 4
Month view
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STEP 5
To add something to your diary, click the blue checkmark at the bottom right of the screen.
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STEP 6
You will see the 'Add Schedule Entry' screen.
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STEP 7
Add the customer/prospect the diary entry is regarding by clicking the radio button that applies to you. For instance, you can choose the customer you want to add and click the checkmark at the bottom left of the select customer box.
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STEP 8
Add the date that you want the diary to schedule the entry by clicking the calendar icon as shown. The calendar will appear where you can click the date that you wish to use as the schedule date. You can also choose an end schedule date if the entry is going to take longer than one day.
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STEP 9
Choose the category of your diary entry.
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STEP 10
Input the objective and action within the diary entry.
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STEP 11
Once complete, click the checkmark on the bottom right of the screen.
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STEP 12
This is an example of what your entry will look like in the diary.
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STEP 13
You can also look up coworkers' diary information. If a coworker is out of the office and misses a call, you know where they are and when they will return.
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STEP 15
Go to 'Telesales Scheduler'.
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STEP 16
Within the scheduler, begin on the 'Operative' tab, which shows you all items logged.
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STEP 17
Go to the 'By Date' tab, which lists logged items in date order.
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STEP 18
Go to the 'History' tab, which shows the history of your scheduled tasks.
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STEP 19
To add a new task to the marketing scheduler, click the blue plus at the bottom left of the screen.
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STEP 20
You can select the customer you want to add to the schedule.
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STEP 21
Fill out all information the same way you did above with the diary section. Click the blue checkmark to complete your schedule entry.
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STEP 22
This is what your entry will look like in the marketing scheduler.
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STEP 23
You can also view other peoples' marketing schedule by clicking the magnifying glass at the right hand side of the operatives bar, at the top of the screen. This allows you to monitor other peoples' work load, as well as your own.
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