Details Page Overview

The Detail Page presents your customers individually, and offers an in-depth exploration of their current proposal and the options available to them.  You can scan through pre-calculated offers, switch finance-plans, load alternative marketing offers, and adjust finances to explore renewal opportunities.

What information is included?

Navigating between details pages.

You don’t need to leave the details page to move on to the next customer.  The forward and back arrows on the left-hand side allow you to move on to the next customer, and the arrows on the right allow you to navigate between the customer’s mapped proposals.

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Icons and Features

There are a number of features included on the details page to give you as much information as possible and help you find the best proposal for your customer.

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Support Finances

The financial tab of the customer information bar provides an overview of the financial elements affecting the customer’s proposal, and allows you to enhance the proposal with additional finances.

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Additional Customer Information

Each tab within the information bar provides additional information about them and their position and activity within the system. 

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Proposals and Offers

If your customer has a pre-calculated proposal in place it will present automatically.  If they have multiple pre-calculated proposals then the default offer will be the one which leaves them in the strongest parity position.  If no pre-calculated offers are available then the customer will present a repeat-term proposal, which replicates the parameters of their current agreement as an indication of their purchasing potential.

Adjusting Proposals

Various aspects of a loaded proposal can be edited by clicking the pencil icon next to the entry.

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Updating Statuses

Once the customer contact has been progressed, it’s important to update the customer status to match.  Clicking the contact button under the customer name will open the contact overlay, where the customer status can be updated.

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Prefer to take these instructions to go?  Download the PDF guide here: