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How to configure sales force meetings

Thandi Lebeta Updated by Thandi Lebeta

Introduction

Once the 'Sales Force Meeting' is configured, the records need to be stored in 'CRM'. The steps below must be followed when configuring the sales force meetings.

Responsible Team

  • ICT/ TaskFlow
  • Contact Centre Manager
  • Contact Centre Team Leader

Navigate to your TaskFlow dashboard and click on this application: CRM

Navigate as follows to get to the correct screen:

TaskFlow/CRM

Once the contact centre manager or team leader logs into the system and clicks 'CRM', she will land on a screen that looks like this:

Process

  1. Click [Configurations].
  2. Click [Meetings] on the dropdown as shown in a diagram below:
  3. Click [Create].
  4. Enter the following details as shown in the screen below:
    1. Enter the 'Meeting Name' on 'Meeting Name' bar.
    2. Select the 'Start Date' on the dropdown arrow.
    3. Select the 'End Date' on the dropdown arrow.
    4. Select the '1 Day event?' check box for a one day event.
      Once you tick '1 Day event?' check box, the 'End Date' will disappear from your screen.
    5. Select the 'Meeting Type' on the dropdown arrow.
    6. The 'Attendee limit' is default to '1'.
    7. Enter the name of the venue on 'Name of Venue' bar.
    8. Enter the venue address on 'Venue Address' screen.
  5. Click on 'Opening Script' screen on your right side of the screen as shown in the diagram below:
    1. Copy the 'Opening Script' from the previous 'Meetings' as shown below to the blank 'Opening Script'
      screen above:
  6. Click on the 'Attendance Script' screen on your right side as shown in the diagram below:
    1. Copy the 'Attendance Script' from the previous 'Meetings' as shown below to the blank 'Attendance Script' screen above:
  7. Click on the 'Closing Script' screen on your right side as shown in the diagram below:
    1. Copy the 'Closing Script' from the previous 'Meetings' as shown below to the blank 'Closing Script' screen above:

The 'Pink' text indicates the instructions needed to be taken by the agent during the calls.
The 'Purple' stars separates two different statement in the message.
  1. The 'Associated Lead' list will populated once the meeting calls are been made.
  2. Click [Save].
  3. To import the spreadsheet of the 'Leads', select the 'Meeting' check box as shown below:
  1. Click [Import] button.
  2. Click [Load File] button as shown in the screen below:
  3. Click [Test Import] button.
  4. Click [Import] button.
  5. The 'Sales Force Meeting' is now configured and ready for the 'Campaign'.
  6. To log out, go to your profile on the far top right.
  7. On the dropdown, click [Log out].
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