4.0 Ownership Manager
4.1 Request List
- Request List is a list of requests made by sales member for ownership over customer.
Figure 4.1.0 below shows the way to Request List page :
Figure 4.1.0Figure 4.1.1 shows Request List main page :
Figure 4.1.1There 2 actions that can be done; Reject Request or Approve Request.
A. Reject Request
Figure 4.1.2
Based on Figure 4.1.2, the steps to reject request are
- click on the checkbox which admin wish to reject
- click on Reject Request button.
Rejected request will be removed from the request list.
B. Approve Request
Figure 4.1.3
Based on Figure 4.1.3, the steps to Approving request are :
- click on the check box of which admin wish to approve
- click on Approve Request button
Approved 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 4.1.4, admin clicks on “Yen Quay” from the request list :
Figure 4.1.4Figure 4.1.5 shows User Yen Quay details :
Figure 4.1.5
4.2 Assign List
Assign List is used to assign ownership for sales member.
Figure 4.2.0 shows the way to Assign List :
Figure 4.2.0Figure 4.2.1 below shows Assign List main page :
Figure 4.2.1Admin 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 4.2.2 shows New user button :
Figure 4.2.2If admin clicks on New User a dropdown list will appear. For example admin chooses "Jul 2017" as shown in Figure 4.2.3 :
Figure 4.2.3A list of new user in Jul 2017 will be displayed as shown in Figure 4.2.4 :
Figure 4.2.4In Figure 4.2.5, admin can assign ownership by choosing a Sales Member from the dropdown list :
Figure 4.2.5Followed by selecting a date range as shown in Figure 4.2.6 :
Figure 4.2.6Next, select user(s) that need to be assign to from the New User list and click Assign button as shown in Figure 4.2.6 :
Figure 4.2.7Based on Figure 4.2.7, admin need to :
- select user(s) that need to be assign from the New User list
- Click Assign button
Based on Figure 4.2.8, admin can see that a new record of the new user has been added with Ownership Of “Jexter Lim” :
Figure 4.2.8Admin are able to use the search bar to search for user easily by entering their name, email, join date.
For example in Figure 4.2.9, admin enters user's name, then the search result will be displayed :
Figure 4.2.9
B. New User Without Topup
Figure 4.2.10 shows New User Without Topup button :
Figure 4.2.10If admin clicks on New User Without Topup, a dropdown list will appear. For example admin chooses "Jul 2017" as shown in Figure 4.2.11 :
Figure 4.2.11Based on Figure 4.2.12, a list of new user without topup in Jul 2017 will be displayed :
Figure 4.2.12Steps to assign ownership for New User Without Topup is the same as assigning ownership for New User.
C. First Topup
Figure 4.2.13 shows First Topup button :
Figure 4.2.13If admin clicks on First Topup, a dropdown list will appear. For example admin chooses "Within 3 Months" as shown in Figure 4.2.14 :
Figure 4.2.14A list of First topup Within 3 Months will be displayed as shown in Figure 4.2.15 :
Figure 4.2.15Steps to assign ownership for First Topup is the same as assigning ownership for New User.
D. Ownership Of
Figure 4.2.16 shows Ownership Of button :
Figure 4.2.16If admin clicks on Ownership Of a dropdown list will appear. For example in Figure 4.2.17, admin clicks on "Jexter Lim" :
Figure 4.2.17A list of users Ownership of Jexter Lim will be displayed as shown in Figure 4.2.18 :
Figure 4.2.18Steps to assign ownership for Ownership Of is the same as assigning ownership for New User.
E. Search By
Admin can assign ownership by searching user using the search bar as shown in Figure 4.2.19 :
Figure 4.2.19Based on Figure 4.2.20 are as follow :
Figure 4.2.20- enter user's name/email/mobile no/ic no in the search bar
- click on Search By button, a dropdown will appear
- select on the corresponding option from the dropdown