Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| quick_guides_19 [2022/07/05 11:47] – Meena Brock | quick_guides_19 [2023/03/13 09:57] (current) – [Daily Work List] Shelley Hunter | ||
|---|---|---|---|
| Line 8: | Line 8: | ||
| // | // | ||
| // | // | ||
| - | ==== Diary Work List ==== | + | ==== Daily Work List ==== |
| // | // | ||
| // | // | ||
| Line 34: | Line 34: | ||
| // | // | ||
| // | // | ||
| + | If you cannot see the Daily Work List please speak to your System Administrator as it is a user controlled layout setting. | ||
| + | // | ||
| + | // | ||
| ==== Diary ==== | ==== Diary ==== | ||
| // | // | ||
| Line 126: | Line 128: | ||
| // | // | ||
| - | This will list all other vacancies that are under using the extra states. This is specified by the agency and set in General settings 2072 | + | This will list all other vacancies that are under using the extra states. This is specified by the agency and set in General settings 2072. |
| + | // | ||
| + | // | ||
| + | |||
| + | ==== Unauthorised Placements ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | This is where you will find a list of all Placements that still require authorisation for invoicing. | ||
| + | // | ||
| + | // | ||
| + | |||
| + | ====Reports ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | All reports that pull from the Desk Top will be listed here. | ||
| + | // | ||
| + | // | ||
| + | |||
| + | ==== Back Up Log ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | This will show all completed back ups. | ||
| + | // | ||
| + | // | ||
| + | |||
| + | ==== Incoming SMS ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | If made available by your Agency, this tab gives you quick access to view incoming SMS messages. | ||
| + | // | ||
| + | // | ||
| + | |||
| + | ==== Charts ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | Here you can view analytic charts that have been set up by your Agency. To learn more click here [[ug5-1011]] | ||
| + | // | ||
| + | // | ||
| + | |||
| + | ==== Sales Pipeline ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | This is a tool that allows you to easily track potential future Clients in one area. | ||
| + | With different progress states we can see exactly where Clients currently are and if they need any action made against them. | ||
| + | |||
| + | Within IQXanywhere locate the Desk Top and 'Sales Pipeline' | ||
| + | You will see headings which Admin would have previously set up for this area. | ||
| + | |||
| + | Start adding Clients which have been in contact/ | ||
| + | Clients can be moved along the progress states by clicking and dragging the client over to the next state. | ||
| + | // | ||
| + | // | ||
| + | |||
| + | {{ : | ||
| + | // | ||
| + | // | ||
| + | |||
| + | ==== Internal Chat ==== | ||
| + | // | ||
| + | // | ||
| + | |||
| + | This is where you can access the internal Chat/ | ||
Meena Brock