The following steps will explain in detail how to add a new sales rep notes.
You have two choices with regard to accessing the Sales Rep Notes form.
Option 1: From the Main menu, click on Contact Manager, then Sales Rep Notes. The Sales Rep Notes Find form will come up where you can click on the New Sales Rep Note button in the lower left hand corner. You will be brought to Sales Rep notes form. The form will open and clear so you can add a new record.
Option 2: From the Main menu, click on Contact Manager, then Sales Reps. The Sales Rep Find form will come up where you can click on the Sales Rep you are looking for. If you need to Add a new Sales Rep, see: Adding Sales Reps. Once you have clicked on the Sales Rep, the Sales Rep form will appear. Next click the Notes tab at the top of the form.
1.The cursor will be flashing in the Date field with the current date already entered or you can click the ellipse button next to this field to open the calendar form where you can graphically enter a date. Required Field.
2.The current time has already been entered in the Time field or you can click the drop down button next to this field to open the Time form where you can graphically enter a time. Required Field
3.In the Duration field, you can enter the amount of time - in minutes - that you spent with the sales rep. Later, you can create reports based on that duration for the sales rep to summarize time spent on that issue, or problem.
4.The Sales Rep ID field will already be filled in with the Sales Rep you selected from the find form or you may enter a different sales rep ID.
5.Enter a User from the pull down box. This would normally be the person who spoke with the sales rep or is recording the note.
6.Next, enter a Topic from the drop down menu. Here you can choose to assign a topic to the note like Information, Tech Support or Problem. This will help categorize your notes. To create a new topic click on the ellipse button and then select the new button.
7.The Notes field is a memo field which, basically means it is large enough to handle 64,000 characters of text.