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| quick_guides_19 [2022/07/05 10:14] – Meena Brock | quick_guides_19 [2023/03/13 09:57] (current) – [Daily Work List] Shelley Hunter | ||
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| - | ==== Diary Work List ==== | + | ==== Daily Work List ==== |
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| + | If you cannot see the Daily Work List please speak to your System Administrator as it is a user controlled layout setting. | ||
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| ==== Diary ==== | ==== Diary ==== | ||
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| + | This is where you will find a list of all your contact events that require a call back. You can also directly open the Company or candidate record from this view or process items. Once a callback has been actioned you can set this to ' | ||
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| + | ==== Current Vacancies ==== | ||
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| + | This view lists all current vacancies, you can filter this by consultant by using the drop down filter at the top left of the Desk Top view and also by vacancy type - Perm, Temp or either. You can perform a count of all vacancies by clicking the ' | ||
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| + | ==== Tracked Vacancies ==== | ||
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| + | Here you will find a list of all vacancies that are of a particular vacancy state. This is specified by the agency and set up in General setting 2070. | ||
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| + | ==== Jobpot Vacancies ==== | ||
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| + | 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. | ||
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| + | ==== Unauthorised Placements ==== | ||
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| + | This is where you will find a list of all Placements that still require authorisation for invoicing. | ||
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| + | ====Reports ==== | ||
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| + | All reports that pull from the Desk Top will be listed here. | ||
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| + | ==== Back Up Log ==== | ||
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| + | This will show all completed back ups. | ||
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| + | ==== Incoming SMS ==== | ||
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| + | If made available by your Agency, this tab gives you quick access to view incoming SMS messages. | ||
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| + | ==== Charts ==== | ||
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| + | Here you can view analytic charts that have been set up by your Agency. To learn more click here [[ug5-1011]] | ||
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| + | ==== Sales Pipeline ==== | ||
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| + | 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. | ||
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| + | Within IQXanywhere locate the Desk Top and 'Sales Pipeline' | ||
| + | You will see headings which Admin would have previously set up for this area. | ||
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| + | 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. | ||
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| + | {{ : | ||
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| + | ==== Internal Chat ==== | ||
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| + | This is where you can access the internal Chat/ | ||
Meena Brock