Do not let any software impress you!

Only let it convince your intellect.
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Do not look for a business paradise!

It is a waste of time.
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Only yourself can push you uphill.

There is no easy road to prizes.
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Productivity is the name of the game.

And you have to conquer it.
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As long as you understand it,

you will start to build your know-how.
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We can help with that.

We have the tools and the method.
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Activity : In Contact/New Customer Lead

Communication Info

Editing Form Used : AU_NSELL_E3.FM

Contact Position
Phones
e-Mail Addresses
Fax
Comments
Status
Sending Offer
Offer Approval
Unsuccessful Finishing
Customer
Street Address/No
City
Post Code
Contact Person

Working Instructions


The Activity "In Contact/New Customer Lead" requires us to complete some fields on the form. After filling in the fields, the system will check (during the form posting or the Activity forwarding). In case some required data are missing, the system will not forward the Activity.
Also, upon forwarding, is it possible we need to verify some checkpoints that the configuration of the Procedure or Activity requires. Additionally, the Process Owner of the Procedure could add some checkpoints for the Activity, per case.