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Platoo-contact user's manual
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3.5. Changing of user`s password...............................................................................35
3.6. Automatic codes..................................................................................................35
3.7. Event types...........................................................................................................37
3.8. Work plan settings...............................................................................................38
3.9. Own company data, program licences..................................................................38
3.10. Projects..............................................................................................................39
3.11. Public holidays...................................................................................................40
3.12. Program general parameters...............................................................................41
Chapter 4
Data......................................................................................................................................43
4.1. Customers............................................................................................................43
4.2. Planned events......................................................................................................47
4.3. Events history.......................................................................................................47
4.4. Products...............................................................................................................48
4.5. Classificators (additional sorting of the customers).............................................49
4.6. Mass-offering.......................................................................................................49
4.7. Contact persons, summary table of contact persons............................................50
4.8. Cities-regions, countries.......................................................................................50
Chapter 5
Reports.................................................................................................................................53
5.1. Events summary...................................................................................................53
Step 29. Creation of summary report on events................................................53
5.2. Salary rates of agents...........................................................................................54
Chapter 6
Inquiries................................................................................................................................57
6.1. Overview..............................................................................................................57
6.2. Creation of Inquiry...............................................................................................57
6.3. Questions..............................................................................................................57
Step 30. Creation of questions...........................................................................58
6.4. Conducting inquiry...............................................................................................58
Step 31. Creation of inquiry...............................................................................58
Step 32. Conducting inquiry..............................................................................60
6.5. Inquiry answers....................................................................................................62
6.6. Summary report on Inquiry answers....................................................................63
Chapter 7
Demo version........................................................................................................................65
Chapter 8
Data import and
external phonebook...............................................................................................................67
8.1. Data import..........................................................................................................67
Step 33. Customers data import to database.....................................................67
Step 34. Product data import into database.......................................................68
8.2. External phonebook.............................................................................................68
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