1.Q: Where is system data stored? Will it be lost when something wrong with my computer?
A: All date are stored in a specific server which put in engine room of China Telecom, so you will lose anything.
2.Q: Is it security of the data?
A: Data are encrypted severely, the authorized user can look them.
3.Q: What is the purpose for position in Admin Desk?
A: Assign roles.
4.Q: What is the purpose for Department Management in Admin Desk?
A: Add/Delete/Modify departments.
5.Q: In Admin Desk, What is the purpose for Root-department in Department Management?
A: The first class department in an enterprise.
6.Q: What should I do when I login the system at the first time?
A: First, reset the admin password; then, set department of organization structure; set position of organization structure; last, add users.
7.Q: What should I do when forgetting the admin password?
A: There is a function of forget password on login interface, input your Email address, system will reply password to your Email.
8.Q: Is it security that transmit password by Email?
A: It is transmitted encryption severe, MD5 unilateral encryption and cannot decipher.
9.Q: What is the meaning of Forbidden?
A: Prevent the users who existed in system from login the system.
10.Q: How to use my tasks?
A: When you login the system, system will alarm you tasks on hand, including tasks today, tasks Current week, tasks next week, tasks next month and overdue tasks.
11.Q: How to reject task?
A: Reject the task to the arranger, and reassign.
12.Q: How to deal with the overdue task?
A: System will transfer it to overdue tasks list automatically.
13.Q: How to use Sales Desk?
A: First, set parameter; then, sales add customer information, commercial activities (appointments/communication and so on); sales manager manage, reassign clients, and view the sales reports.
14.Q: How to input appointment?
A: Select a client, add appointment.
15.Q: How to input communication?
A: Select a client, add communication.
16.Q: What can I do if an appointment have not realized?
A: System will new another appointment.
17.Q: How to deal with an overdue appointment?
A: System will alarm you.
18.Q: How to cancel an appointment?
A: Click Handling on the interface of My Appointment, selects Cancel.
19.Q: How to revise/modify appointment?
A: Click Handling on the interface of My Appointment, then input new information of appointment.
20.Q: Sales manager assign to me an old customer, can I see the old communication information about it?
A: Yes.
21.Q: Can I import information of old customers?
A: Yes.
22.Q: I am sales manager, How will the system help me?
A: It helps you to manage client efficiency, find more potential clients; Grasp the working of staff, assign effectively, analyze sales achievements, and formulate appropriate sales plans.
23.Q: How to prevent sales from losing order?
A: Manager can check all records of communication and appointment.
24.Q: How to know sales communication fees
A: Manager can check fees in the system, and know weather it is true.
25.Q: How to use Customer Service Desk?
A: Customer Service manager set different workflow, etc. service complaint, quality complaint. Look service reports; customer service staff register tickets according to different workflow.
26.Q: Is there any change with the change of workflow? Etc. records, new tickets, old tickets.
A: If workflow changes, you will handle the old tickets as old workflow, and handle the new tickets as new workflow.
27.Q: If a step is handled over time, what will happen?
A: System will send email to alarm handler and responsible.
28.Q: How to deal with the ticket if the handler get leave?
A: The responsible will instead.
29.Q: Can administrator stop the ticket?
A: Yes. Stop the ticket means completion forcibly. |
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