1. Turn Prospect into Member (Close Sell)
: Done
2. Input the Membership Fee
- Installment Plan (Sales need to put total expense – and cut of the expense in each month)
- Pricing (Please double check Indv. weekday with CSS as we didn’t see it in the category)
3. Create new User name / password and cannot modify user
: Done by K.Komgrid – IT Manager
4. Delay of response when key in still times to times
: Depend on internet speed connection
5. Changing the responsible of one SM to another SM
: They use the last updated person: Modify By - ……..
Example: K.Natcha – key the 1st person then K.Luck would like to change to be her respond
So K.Luck will show on Modify By K.Luck and K.Natcha changed to CSS
: In case of duplicate database – Use Profile Merge
6. Can not the duplicate database
: CSS can not
7. How to count and filtering the type of Prospects by SM.Location
: Pending - Mr.Carlos will check with their team and fix it out how to search
8. Report (Daily / Weekly / Monthly)
: Done – CRM – Reports – Click select (Custom Report – Key type of sort you are looking for)
9. Sending Email from CSS
: Done - CRM – Reports – Contact Wizard – (Select on topics that you are looking for)
**Remark: No.of Database still need to use manual counting it is unbelievable and please follow up how to improve this system.
As he said, will check with his team to fix it out.
Thank you very much for your keep update and support.