How To: Add Customer To Telesales Call List
Table Of Contents
Telesales call lists help you organise and manage customer contact schedules. This article explains how to assign a customer to a call list and specify both the user responsible for the calls and the day the customer should be contacted.
Before You Start
Call lists must already be configured in Khaos Control before they can be assigned to customers.
Note: Call lists are set up in the Repeat Orders | Call List Setup screen.
Add a Customer to a Call List
- Open a Customer screen (show me how).
- Load the customer record you want to update.
- Open the Customer | Detail | Other | Delivery Rounds/Call List tab.
- Press Alt + E or click Edit to enter edit mode.
- Select the user who will manage the telesales calls from the User drop-down list.
- Select the required contact day from the Day drop-down list.Note: Day values are numbered from 01 to 07, where 01 = Sunday.
- Click the green down arrow button to add the customer to the call list.
- Press Ctrl + S or click Save to save your changes.
Result
The customer will now be assigned to the selected telesales call list and will appear for the chosen user on the specified contact day.