Action Tabs - Revision history

Editor at 14:09, 13 April 2021

2021-04-13T14:09:33Z

Bbaigorri: /* RPH */

2020-12-18T11:58:31Z

RPH

Bbaigorri: /* Documents */

2020-12-18T11:58:10Z

Documents

Bbaigorri: /* Tasks */

2020-12-18T11:57:37Z

Tasks

Bbaigorri: /* How to create an event? */

2020-12-18T11:52:14Z

How to create an event?

Bbaigorri: /* Add event */

2020-12-18T11:47:40Z

Add event

Bbaigorri: /* Add event */

2020-12-18T11:46:56Z

Add event

Bbaigorri: /* How to create an event? */

2020-12-18T11:46:04Z

How to create an event?

Bbaigorri: /* Add email */

2020-12-18T11:43:55Z

Add email

Bbaigorri: /* Email Templates */

2020-12-18T11:42:33Z

Email Templates

@@ Line 3: / Line 3: @@
 =Notes=
-This tab is meant to keep track of all notes or comments that can be helpful to amplify the information, and they can be added to different objects in the CRM
+The user can use this tab to keep track of all notes or comments that can help amplify the information, which can be added to different CRM objects.
 ===Add note===
@@ Line 9: / Line 9: @@
 When adding a note, a pop-up window will show the following form.
-All fields are mandatory for this module and owner and contact cannot be changed.
+All fields are mandatory for this module, and owner and contact cannot be changed.
 [[File:Add Note.png|500px|thumb|center]]
-There are manual notes added with the above feature, but there also are automatic notes triggered by the systems when executing some processes or events in the platform. E.G.: when an invoice reaches its due date, this triggers an event that will make the system to automatically create a note and attach it to the Opportunity/Contact related to the invoice.
+There are manual notes added with the above feature and automatic reminders triggered by the systems when executing some processes or events. For example, when an invoice reaches its due date, this triggers an event where the system automatically creates a note and attaches it to the Opportunity/Contact related to the invoice.
 =Calls=
-Everytime a user makes a call, it can be logged in the CRM.
+Every time a user makes a call, it is logged in the CRM.
 ===Add call===
-This tab enables the user to keep track of the subject or reason for calling, the owner of the site/account, the name of the person who has been called, the type of call (inbound, outbound, etc.), and a description of what has been discussed during the call.
+This tab enables the user to keep track of the data, including the reason for calling, the owner of the site/account, the name of the person who has been reached, the type of call (inbound, outbound, etc.), and a description of what has been discussed during the call.
 [[File:Add Call.png|500px|thumb|center]]
-The field for “owner” is disabled and cannot be changed. Contact fields can be changed to register the correct contact. All fields in this form are mandatory.
+The field for "owner" is disabled and cannot be changed. Contact fields can be adjusted to register the correct contact. All fields in this form are mandatory.
 =Emails=
-The platform has the power to read inbound and outbound emails, and everytime that information is transferred in and out of the system, a hidden key is created to record the relationship where it comes from.
+The platform has the power to read inbound and outbound emails. Every time that information is transferred, the platform creates a hidden key to record the relationship.
-The email address of the user is the key information to create relationships, since it is an unique value.
+The email address of the user is the key to create relationships since it is a unique value.
 ===Email Templates===
-The system uses templates that are associated with all the different modules of the system (Leads, Contacts, Accounts, Opportunities,etc) that can be used when sending an email from the CRM and saves manual work to the user.
+The system uses templates associated with all the different modules of the system (Leads, Contacts, Accounts, Opportunities, etc.) that can be used when sending an email from the CRM and saves manual work to the user.
-Also, is possible to attach documents that were previously added to any of the modules of the system.
+Also, it is possible to attach documents that were previously added to any of the system's modules.
 ===Add email===
-This tab enables the user to send emails from the system to any email address. The user can either choose an email template from a dropdown menu or write a customized one, can send CC and BCC to another address, and attach files to the mail’s body.
+This tab enables the user to send emails from the system to any email address. The user can either choose an email template from a dropdown menu or write a customized one, send CC and BCC to another address, and attach files to the mail's body.
 All fields are mandatory, except CC and BCC fields.
@@ Line 43: / Line 43: @@
 =Events=
-Is possible to create different events, with predefined types such as “Client Meeting”, “Make a demo”, “Follow Up meeting” among others.
+It is possible to create different events with predefined types such as "Client Meeting," "Make a demo," "Follow Up meeting," among others.
-An event will work as a reminder on the calendar, sending notifications and allowing the users to register reminders to provide a proper customer service.
+An event will work as a reminder on the calendar, sending notifications and allowing the users to register reminders to provide good customer service.
-Each event may follow different rules in the system, and trigger different processes depending on the setup parameters.
+Each event may follow different rules in the system and trigger other processes depending on the setup parameters.
 ===How to create an event?===
-There are shortcuts on all the modules that enables a fast and easy event creation, and also exists rules to automatically create an event when is triggered by some specific process (eg PARC agreement)
+There are shortcuts on all the modules that enables a fast and easy event creation, and also exists rules to automatically create an event when it is triggered by some specific process (e.g., PARC agreement)
 [[File:Add Event Shortcut.png|300px|thumb|center]]
@@ Line 62: / Line 62: @@
 *Venue
 *Owner
-*Remind Date
+*Remind date
-*Remind Time
+*Remind time
 *Recipients
 *Contact
@@ Line 69: / Line 69: @@
 *Description
-All fields are mandatory except Remind Date, Remind Time and Recipient.
+All fields are mandatory except Remind Date, Remind Time, and Recipient.
 End Date and End Time will be set automatically through Start Date and Start Time. By default, the time duration of an event will be one hour.
-Start Date and End Date are related. Users cannot select a smaller date to the start date of the event.
+Start Date and End Date are related. Users cannot select a date previous to the start date of the event.
 ===Add event===
-From this tab the user can open up a calendar in order to schedule any kind of event related to a Lead, Opportunity, RPH or Account.
+From this tab, the user can open up a calendar to schedule any event related to a Lead, Opportunity, RPH, or Account.
 [[File:Add Event.png|500px|thumb|center]]
@@ Line 80: / Line 80: @@
 =Tasks=
-This action allows creating tasks for a specific record (lead, opportunity, RPH, etc.), all fields are mandatory and the Owner and Contact cannot be changed. This is a simple form to add tasks.
+This action allows creating simple tasks for a specific record (lead, opportunity, RPH, etc.), all fields are mandatory, and the Owner and Contact cannot be changed.
 [[File:Add Task.png|500px|thumb|center]]

← Older revision		Revision as of 11:58, 18 December 2020
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	[[File:Add Task.png\|500px\|thumb\|center]]		[[File:Add Task.png\|500px\|thumb\|center]]
−
−	~~=RPH=~~
−
−	Even though the majority of the RPHs come from the mobile applications (which means they are automatically loaded into the system), this option enables the user to manually create an RPH link to an specific Lead, Account, Site or Opportunity. This is for those less likely situations in which the opportunity comes from a former site.

← Older revision		Revision as of 11:58, 18 December 2020
Line 87:		Line 87:

	Even though the majority of the RPHs come from the mobile applications (which means they are automatically loaded into the system), this option enables the user to manually create an RPH link to an specific Lead, Account, Site or Opportunity. This is for those less likely situations in which the opportunity comes from a former site.		Even though the majority of the RPHs come from the mobile applications (which means they are automatically loaded into the system), this option enables the user to manually create an RPH link to an specific Lead, Account, Site or Opportunity. This is for those less likely situations in which the opportunity comes from a former site.
−
−	~~=Documents=~~

@@ Line 80: / Line 80: @@
 =Tasks=
-This module allows creating tasks for a specific lead. All fields are mandatory and Owner and Contact cannot be changed. This is a simple form to add tasks to lead.
+This action allows creating tasks for a specific record (lead, opportunity, RPH, etc.), all fields are mandatory and the Owner and Contact cannot be changed. This is a simple form to add tasks.
-===Add Task===
+[[File:Add Task.png|500px|thumb|center]]
 =RPH=

@@ Line 50: / Line 50: @@
 There are shortcuts on all the modules that enables a fast and easy event creation, and also exists rules to automatically create an event when is triggered by some specific process (eg PARC agreement)
-[[File:Add Event.png|500px|thumb|center]]
+[[File:Add Event Shortcut.png|300px|thumb|center]]
 Fields that the user needs to complete are:

@@ Line 76: / Line 76: @@
 From this tab the user can open up a calendar in order to schedule any kind of event related to a Lead, Opportunity, RPH or Account.
-'''ADD IMAGE'''
+[[File:Add Event|500px|thumb|center]]
 =Tasks=

@@ Line 40: / Line 40: @@
 All fields are mandatory, except CC and BCC fields.
-'''IMAGE'''
+[[File:Add Email.png|500px|thumb|center]]
 =Events=