How to Schedule

When checked Allot Executive, this window will appear After Scheduled, following screen displayed in parent page. More resources How to Schedule Service Follow up info Details How to manage Up-Coming Preventive Maintenance Service How to find customers involved in service and provide appropriate service

How to Manage Follow Up Details for executives

Menu Link:Enquiry -> Follow Up List This list / report is for executives who can view their own follow up and unscheduled enquiries. Executive can Set Schedule, Update an Follow Up, Create Quotation from this report. Search for follow ups based on Date range, Follow up Status, Enquiry Status and keyword. Following actions can be done from this list. Some actions may not be available depending upon the enquiry status and follow up status. Set […]

How to Schedule Service Follow up info Details

Menu Link –> Service -> Complaint List Admin In the record table click set and click Set schedule Give excutive name forthe schdule and set the timing and date Click “Save” button to set scheudle. More resources How to update Follow Up