Print-Fax Schedule
This reporting option should be used for extracting schedule details from an Operative's (Rep or TeleMarketer) view point. The following helpsheet shows you how to associate documents to a customer
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STEP 1 Under 'CRM,' select 'Telesales.'
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STEP 3 Select the operative for the Print-Fax Schedule and click the printer icon on the bottom left.
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STEP 4 On the Print-Fax Schedule screen, check either 'Print Schedule' or 'Fax Schedule'. Choose a date range and click the checkmark on the bottom right.
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STEP 5 A Print Schedule for the operative is generated.
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