Recurring Touch

Before the crmSeries Recurring Touch function can be implemented, two administration functions must first be established. NOTE: Only a crmSeries System Administration has the rights to define Company Ranks and Recurring Touch Profiles

1. The Company Ranks must first be defined.
2. Recurring Touch Profiles must also be defined.

Adding Company Rank

1. Select Lookup Values, Company, Rank.

   

2. Select the Add button to define a new Rank.

   

3. Complete the Rank information.
   1. Rank – Name of the Rank.
   2. Role(s) – The crmSeries User Roles that can access the rank.
4.  Select the Save button.

Editing Company Rank

1. Select Lookup Values, Company, Rank.

   

2. From the Rank List, double click on the row to edit or highlight the row and select the Edit button.

   

3. Make the necessary modifications and select the Save button.

Adding a Recurring Touch Profile

1. Select Users, Recurring Touch, Profiles.

   

2. Select the Add button to define a new Recurring Touch Profile.

   

3. Complete the Recurring Touch Profile information.

   

   1. Description – Description of the Recurring Touch Profile.
   2. Role – Select the Roles assigned to the Recurring Touch Profile.
   3. Value Type – What value will drive the Recurring Touch.
      1. Rank
   4. Complete Actions – What Action will trigger the Next Recurring Touch Date. NOTE: One of more options can be selected.
      1. Call – Entering a Call note will trigger the next Recurring Touch.
      2. Note – Entering a Note will trigger the next Recurring Touch.
      3. Sales Quote – Entering a Sales Quote will trigger the next Recurring Touch.
4. Select the Save button.

Editing a Recurring Touch Profile

1. Select Users, Recurring Touch, Profiles.

   

2. From the Recurring Touch List, double click on the row to modify or highlight a row and select the Edit button.

   

3. Make the necessary modifications and select the Save button.

   

Assigning Touches Per Year

1. From the Recurring Touch Profile, select the Manage button for the row to assign the Touches Per Year.

   

2. To Add a New Touch Per Year, Select the Add button.

   

3. On the Touch Per Year panel enter the Touches Per Year.
   1. Rank – Select a Rank
   2. Touches – Enter the number of Touches Per Year.
4. To Delete a Row from the Touches per Year, Select the Red X to the right of the row to delete.
5. Select the Save button.

Assigning a Recurring Touch Profile to a Company

1. From the Company form, Select Actions, Recurring Touch Profile.

   

2. From the Recurring Touch Assignment prompt, enter the information.

   

   1. Rep – Select the Rep to Assign the Recurring Touch.
   2. Profile – Select a Recurring Touch Profile to assign.
   3. Override – Select to manually assign a Recurring Touch, Touches Per Year.
3. Select Save Changes button.

Viewing Company Recurring Touches

1. From the Company form, select the Recurring Touch Tab. NOTE: You may have to select the Additional tabs control to view hidden Company tabs.

   

Edit a Company Recurring Touch

1. From the Company form, select the Recurring Touch Tab.

   

2. Select the Pancake Menu to the left of the Recurring Touch Row to edit.

   

3. Select Edit Assignment
4. Make the necessary modifications and select the Save Changes button.

Assigning Company Rank

1. From the Company form, select the Edit button.

   

2. Modify the Company Rank. NOTE: Each User Role can be assigned a unique Rank.

   

3. Select the Save button.

My Business, Recurring Touch

Management of the crmSeries Recurring Touch functions are easily accomplished under the My Business, Recurring Touch Menu. There are currently three functions that are available.

• Recurring Touch Management – Provides the ability to bulk assign and manage Recurring Touch calls.
  • User – Assigned user for the Recurring Touch Call.
  • Record – Company assigned to the Recurring Touch.
  • Profile – Recurring Touch Profile assigned to the company.
  • Override – If checked, indicated the Recurring Touch is not following a Profile and the Touch value is manually entered.
  • Calculated Touched per Year – Number of touches per Year.
  • Completed Touches Per Year – Number of times the company was Touched by the user for the current year.
  • Zone – Zone assigned to the company.
  • Next Target Date – Next Touch Date.
  • Scheduled Call – Indicates is a Call is scheduled for the Recurring Touch.
  • Call Date – Date of Next scheduled Call.
    
    
• Company Zones – Ability to bulk assign companies to a Zone. Zones are used to assign companies to a rep’s territory based on geographic location and can force a Recurring Touch call to be scheduled on a specific day of the week.
• User Zone – Ability to define a Zone for a crmSeries user.

User Zone

1. Select My Business, Recurring Touch, User Zone.
   
2. Select the Pancake Menu to Edit or Delete a Zone. Select the Add Zone button to add a new Zone.
   
3. Enter the Zone information.
   1. Zone – Name of the Zone.
   2. Zone Day – Day of the week that the Zone should schedule for a Recurring Touch. Select None if the Recurring Touch Day is not relevant.
      
   3. Select Save button.

Company Zones

1. Select My Business, Recurring Touch, Company Zones.

   

2. Select Edit Zones button. Then select the company records to assign to a Zone.
3. Select the Save Zones button.

   

Recurring Touch Management

1. Select My Business, Recurring Touch, Recurring Touch Management.

   

   1. Schedule Call – Selecting this option provides the ability to schedule a call for multiple accounts.
      1. Select the accounts in the list, then select Schedule Call button.
         1. Start Date – Date to start the Recurring Touch Calls.
         2. Calls / Day – Maximum number of Calls per Day.
      2. Select Schedule Calls button.

         

Deleting Recurring Touch

1. Select My Business, Recurring Touch, Recurring Touch Management.
2. Select the Accounts from the list to remove the Recurring Touch.
3. Select the Delete Touches button.
4. Select Yes at the prompt to Delete the Recurring Touch from the account list.