7.0 Ownership Manager
7.1 Request List
Request List is a list of requests made by sales member for ownership over customer.
Figure 7.1.0 shows Request List main page :
Figure 7.1.0There 2 actions that can be done; Reject Request or Approve Request.
A. Reject Request :
When admin wish to reject a sales member request for ownership over a customer.
First, admin need to click on the check box as shown in Figure 7.1.1 :
Figure 7.1.1Click on the Reject Request button as shown in Figure 7.1.2 :
Figure 7.1.2Rejected request will be removed from the request list.
B. Approve Request :
- When admin wish to approve the request made by sales member for ownership over a customer.
First, admin need to click on the check box as shown in Figure 7.1.3 below :
Figure 7.1.3Click on the Approve Request button as shown in Figure 7.1.4 :
Figure 7.1.4Approved request will be removed from the request list.
If Admin clicks on a customer’s name under Name column, the page will be redirected to User Details page.
For example in Figure 7.1.5, admin clicks on “Yen Quay” from the request list :
Figure 7.1.5Figure 7.1.6 shows User Yen Quay details :
Figure 7.1.6
7.2 Assign List
Assign List is used to assign ownership for sales member.
Figure 7.2.0 below shows Assign List interface :
Figure 7.2.0Admin can assign ownership by clicking on those 4 buttons which are New User, New User without Topup, First Topup, Ownership Of or by Search By bar.
A. New User
Figure 7.2.1 shows New user button :
Figure 7.2.1If admin clicks on New User a dropdown list will appear as shown in Figure 7.2.2 :
Figure 7.2.2For example in Figure 7.2.3, admin clicks Jul 2017 :
Figure 7.2.3A list of new user in Jul 2017 will be displayed as shown in Figure 7.2.4 :
Figure 7.2.4In Figure 7.2.5, admin can assign ownership by choosing a Sales Member from the dropdown list :
Figure 7.2.5Followed by selecting a date range as shown in Figure 7.2.6 :
Figure7 .2.6Next, select user(s) that need to be assign to from the New User list and click Assign button as shown in Figure 7.2.7
Figure 7.2.7Based on Figure 7.2.8, admin can see that a new record of the new user has been added with Ownership Of “Jexter Lim” :
Figure 7.2.8Admin are able to use the search bar to search for user easily by entering their name, email, join date.
For example in Figure 7.2.9, admin enters user name, then the search result will be displayed :
Figure 7.2.9
B. New User Without Topup
Figure 7.2.10 shows New User Without Topup button :
Figure 7.2.10If admin clicks on New User a dropdown list will appear as shown in Figure 7.2.11 :
Figure 7.2.11For example in Figure 7.2.12, admin clicks on Jul 2017 :
Figure 7.2.12Based on Figure 7.2.13, a list of new user without topup in Jul 2017 will be displayed :
Figure 7.2.13Steps to assign ownership for New User Without Topup is the same as assigning ownership for New User.
C. First Topup
Figure 7.2.14 shows First Topup button :
Figure 7.2.14If admin clicks on First Topup a dropdown list will appear as shown in Figure 7.2.15 :
Figure 7.2.15For example in Figure 7.2.16, admin clicks on Within 3 Months :
Figure 7.2.16A list of First topup Within 3 Months will be displayed as shown in Figure 7.2.17:
Figure 7.2.17Steps to assign ownership for First Topup is the same as assigning ownership for New User.
D. Ownership Of
Figure 7.2.18 shows Ownership Of button :
Figure 7.2.18Figure 7.2.19 shows If admin clicks on Ownership Of a dropdown list will appear :
Figure 7.2.19For example in Figure 7.2.20, admin clicks on Jexter Lim :
Figure 7.2.20A list of users Ownership of Jexter Lim will be displayed as shown in Figure 7.2.21:
Figure 7.2.21Steps to assign ownership for Ownership Of is the same as assigning ownership for New User.
E. Search By in Assign List Page
- Admin can assign ownership by searching user using the search bar.
For example in Figure 7.2.22, admin enters user’s name in the search bar :
Figure 7.2.22Next, click Search By button, and select option Name from the dropdown as shown in Figure 7.2.23 :
Figure 7.2.23Figure 7.2.24 is the search result :
Figure 7.2.24Steps to assign ownership for this list is the same as assigning ownership for New User.
Update Version 4.19.24
Pgeon Ownership
- This functions allows admin to set Pgeon ownership over customer that have successfully approach using pgeon service.
- Figure 7.3.0 shows Pgeon Ownership button that will appear on customer's page if they haven't been set as Pgeon ownership :
Figure 7.3.0 - After setting Pgeon Ownership over customer, the record will be displayed in Pgeon Ownership List as shown in Figure 7.3.1 :
