The information about the activities performed for planned sales are recorded on the Sales Activities section. The information about the activities performed is recorded by clicking "New" button after the activity type is specified. The sales activity types are grouped under the following headings.
- Research
- Phone Call
- Correspondence
- Appointment
- Meeting
- Presentation
- Proposal
- Contract
The buttons located at the top of the Sales Activities window or the options of the right mouse button menu are used to sales activities or to modify the existing definitions.
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New |
Used to define a new sales activity. |
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Update |
Used to modify sales activity information. |
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Delete |
Used to delete the sales activity. |
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View |
Used to view the sales activity information without making changes. |
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Copy |
Used to create a new record by copying the sales activity information. This button provides fast data entry. |
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Multiple Delete |
Used to delete more than one record simultaneously. |
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Filter |
Used to display the records matching the filter conditions specified in the sales activities list. |
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Change Salespersons |
Used to link the sales activity information to another salesperson. |
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Proposal Alternatives |
Used to display and view the proposal alternatives. The option is located in the right mouse button menu of the Proposal lines. |
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Generate Revision |
Used to generate a new revision if the proposal information is changed. |
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Contract Details |
Located in the right mouse button menu of the contract activity lines. Used to view the details. |
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Contract |
Used to record the contract information for approved proposals. |
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Transfer to MS Word |
Used to transfer the proposal and proposal revision information to Word. |
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Record Information |
Displays the time and the user of the first registry and the last modification of the record. |
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Number of Records |
Displays the number of recorded sales opportunities. |
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Refresh |
Used to refresh the sales activities list. |
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Back to Defaults |
Displays the sales activities window with the dimensions defined in the application. |
General Info
The general information about the sales activities is recorded on the General Info tab of the definition. The fields and functions of the tab are:
Description 1 /2: These fields are used to enter explanatory information. There are two description lines.
Activity Type: Indicates the selected activity type.
Opportunity No.: Indicates the opportunity that the activity is linked to. The recorded Sales Opportunities are listed by clicking on ".." icon, and the definition to be linked to the activity is selected.
Date: Indicates the record date of the sales activity. The current date is displayed as default. The calendar is displayed by clicking on "..." icon, and the date can be changed if necessary.
Hour: The record hour of the sales activity. The system time is displayed as default, and can be changed if necessary.
Aux. Code: This field can contain up to 10 alphanumeric characters. This field is not mandatory; it can also be used to process information not contained on the slip. The aux. code is typically used to group the sales activities by company specific criteria.
Authorization Code: This field can contain up to 10 alphanumeric characters, and is used to define authorizations on a per record basis. This field is not mandatory.
In the LOGO application, each user may be authorized to access different records depending on the job definitions. Planning must be the first step in order to define authorizations by record. First the records that the users or user groups can access are specified. Then separate authorization codes are assigned to records accessible by each authorization group.
Completion Date: Indicates the approval, review or cancellation date of the proposal or contract, and the cancellation or completion date of other activities. The calendar is displayed by clicking on "..." icon, and the date is specified and inserted.
Completion Time: Used to record the completion time of the activity.
Activity Queue: If multiple activities are performed for the sales opportunity, the queue position of the recorded activity is specified in this field. This field is used for information purposes.
Issue Type: Indicates how the information about the activity will be sent to the contact person of the customer. The sending options are listed, and the appropriate type is selected.
Contact: Indicates the person to whom the documents will be sent. The contacts are listed by clicking on "..." icon, and a selection is made.
Approval Information: Indicates the approval status of the activity. This field contains the following options.
- Not Approved
- Approved
- Waiting for Approval
The status of the proposal must be "Approved" in order to generate a contract from the proposal.
Priority: Indicates the priority of the activity. This is an informative field that can be used to plan and manage simultaneous activities. The priority field contains three options:
- High Priority: Indicates that the activity is very important for the sales opportunity.
- Medium Priority: Indicates that the activity is moderately important for the sales opportunity.
- Low Priority: Indicates that the activity is of low importance for the sales opportunity.
Document List
The section used to record the document information regarding the sales opportunities and activities.
The recorded documents are accessed from the File Path/Name field, and a selection is made.
Contact List
This tab is available on sales activity cards of the following types:
- Phone Call
- Appointment
- Meeting
- Correspondence
- Presentation
- Contract
- Proposal
It is used to specify the contact persons for the sales activities. The Contacts are listed by clicking on "..." icon in the Name field of the Contact List tab, and the contact persons are specified for the activity.
