The call plan functionality is a telephone based contact system, allowing you to schedule customer contact lists. The functionality encompasses contact plans and call plans. You manually create contact plans, which hold, e.g., the entries of who to call/contact, when to call/contact and how to contact the customers. These contact plans are the basis for the generated call plan. You also decide if the entries to be generated should be done on a role basis (in which case the entries in the call plan will be generated per user that is connected to the contact plan role) or a single user (handler).
You generate the call plan, retrieving the values from the contact plan, from a menu item or via an automatic run (job control). One entry per contact occasion is created. The call plan is generated per user.
From the generated call plan it is possible to directly access sales order entry and create sales orders for the customer in the plan. There is also a connection from the call plan to the route planning, i.e. if routes are set up for the customer, then the next available routes are displayed.
Enquiries and printouts
- Call plan enquiry