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quick_guides_19 [2022/07/05 11:47] – 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 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. |
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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/ |