please test the telemarketing system if the encoded Ganado will reflect on their leads.
note that there should be a Ganado entry from Guanzon Circle and the target date must be the current date so the entry will be converted to leads asap.
a utility will process the Ganado entries. here is the flow.
will read the Ganado_Online table and see if there is a qualified entry to be converted to leads.
will create a Client_Master and Client_Mobile entry for the client
will create a lead to Call_Outgoing where the sSourceCd is GNDO
will update the Ganado_Online record and set the sClientID based on the created on procedure no 2
Done
to check if there is a Ganado converted to leads:
SELECT * FROM Call_Outgoing WHERE sSourceCD = 'GNDO' AND cTranStat = '0';
double click the row of Ganado_Online in the datagridview to see the Ganado Information
thats it! just follow the existing procedure of Calling and Tagging.
after call what fields are expected to change?
Call_Outgoing
sRemarksx, cTLMStatx, cTranStat, sAgentIDxx, dCallStrt, dCallEndx
Ganado_Online
cTranStat -> based on the cTranStat of Call_Outgoing
sRemarksx ->based on the sRemarksx of Call_Outgoing
dFollowUp -> optional if the record is rescheduled for another call
Note:
Please the updated dlls on \192.168.10.224\share\TLM 20230908.zip. And please inform if will start implementation to delete all the testing records
good day.
please test the telemarketing system if the encoded Ganado will reflect on their leads.
note that there should be a Ganado entry from Guanzon Circle and the target date must be the current date so the entry will be converted to leads asap.
a utility will process the Ganado entries. here is the flow.
to check if there is a Ganado converted to leads: SELECT * FROM Call_Outgoing WHERE sSourceCD = 'GNDO' AND cTranStat = '0';
double click the row of Ganado_Online in the datagridview to see the Ganado Information
thats it! just follow the existing procedure of Calling and Tagging.
after call what fields are expected to change? Call_Outgoing sRemarksx, cTLMStatx, cTranStat, sAgentIDxx, dCallStrt, dCallEndx
Ganado_Online cTranStat -> based on the cTranStat of Call_Outgoing sRemarksx ->based on the sRemarksx of Call_Outgoing dFollowUp -> optional if the record is rescheduled for another call
Note: Please the updated dlls on \192.168.10.224\share\TLM 20230908.zip. And please inform if will start implementation to delete all the testing records
Thank you.
Contact Person: Myra Bautista - TLM Supervisor