Clicking here will take you to the login page, you will have been provided with your unique user ID & password.
There are the following seven client options:
1 Call Summary
This shows the number of calls that have been made for a particular month, it is further divided into
call levels, this also lists the outcome of the calls.
These are leads that require some kind of action, they are divided into either hot or info, the hot, as the name implies require more urgent attention; info require information being sent. Clicking on a number will list the leads, this is normally where Client Action updates are made comments and a date for when the lead should go back in the system. It is important that the UPDATE Lead Now is pressed. This is also where other actions, such as closing a lead or converting it into a customer can be made.
NB – if a lead is not actioned and updated it will remain in the leads and WILL NOT go back into the call cycle.
3 Leads History
This shows the leads that have been actioned, showing when a call back is due. You can check the progress and latest comments.
4 Closed Leads
This shows the leads that have been closed.
5 Converted Customers
This shows leads that have resulted in some custom.
6 Forward Plans
This shows future calls, month by month for the next 12 months; calls beyond 12 months are listed on the bottom line – F/Plan > 12 Months. Clicking on any number will list the calls for the particular period, listing the area of interest of the call and number of trucks
7 Search for Customer
Allows for searching for a client under various fields.