The SAMS C/S system provides a call back system that integrates telemarketing into your association. Every person in your office can post a personal call back. There is no limit to the number of call back records that can be attached to an individual.
The individual's ID number appears in this field.
Your name or initials appear here, based on your login name.
The Market field is used to link groups of records for telemarketing purposes. For example, if this call is about signing up exhibitors for the expo, then you could enter EXPO for the market.
Enter the initials of the person who will be handling this account or the initials of the person in the shipping department to process the new member packet.
The individual's first and last name is auto filled and cannot be changed.
The firm name is auto filled and cannot be changed.
The open date is the date that the firm was added to the callback system. The system date appears by default as well as the time, but you can change it if the open date is different.
The code field gives you the opportunity to either indicate when to call back or the reason the call was "opened". Call back codes are defined in the look-up section of individuals. Examples of the particular codes are:
Open - exhibitor prospect
Last call - not available today
Call back - interested in EXPO 2001
Close - exhibitor
Enter the date when you called this firm. By clicking on the down arrow, SAMS C/S gives you a calendar to choose your date. If you need to track the amount of time you spend on each call, click the clock button at the start of the conversation and the time will auto-fill. When the call is complete, simply click on the "end" clock and the end time will auto-fill.
If the prospect wishes to be called back at a later time, you can enter the date and time to call back here. By clicking on the down arrow, SAMS C/S gives you a calendar to choose the date to call back.
Enter the date that this telemarketing record closed. The record may be closed if the prospect becomes a member, is definitely not interested, or is out of business. By clicking on the down arrow, SAMS C/S gives you a calendar to choose the date, time and code to close this call back record.
Enter "Y" if you need to send them a kit. Once you have run the SEND KIT labels program, SAMS C/S changes the "Y" for Yes Send Kit to "S" for Sent Kit.
Enter abbreviations separated by commas for services requested by the prospect.
By selecting the add button below notes, a rich-text format window appears allowing you to record notes concerning this call back record.