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mtcuison / Telemarketing-Sales

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Tagging of MC Sales from TLM Leads Processed #1

Closed mtcuison closed 1 year ago

mtcuison commented 1 year ago

Goal: To be able to connect motorcycle sales of branches if the customer was called by our telemarketing.

Entry/Approval: Transaction->Sales->Motorcycle History: History->Sales->Motorcycle

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Entry/Approval

  1. Upper frame is to load customers processed by the telemarketing.
  2. User can search a lead by using full name or the mobile number.
  3. Lower frame is to load branch sales.
  4. User must search first for a branch, then he can search for a name.
  5. Save the transaction.
  6. Only accounts with supervisor or above user level can approve a transaction.
  7. Any account can disapprove a transaction.

History

  1. To view history of encoded records.

System Location: c:\GGC_Systems\vb.net\

Update location: \192.168.10.15\share\TLM 20230804.zip

Implementation Contact Person: Myra Bautista - TLM Supervisor

Thank you.

mtcuison commented 1 year ago

please see issue #2