4.0 Ownership Manager

4.1 Request List
  • Request list is a list of request made by sales member for ownership over customer.
  • Figure 4.1.0 shows Request List main page :
                                    Figure 4.1.0
    
  • There are 2 actions that can be done; Reject Request and Approve Request.
A. Reject Request


Figure 4.1.1

  • Based on Figure 4.1.1, the steps to reject request are :
      1. click on the checkbox which admin wish to reject
      2. click on Reject Request button
  • Rejected request will be removed from the request list.
B. Approve Request


Figure 4.1.2

  • Based on Figure 4.1.2, the steps to Approving request are :
      1. click on the checkbox which admin wish to approve
      2. click on Approve Request button
  • Approved request will be removed from the request list.
  • If admin clicks on customer's name, the page will be redirected to User Details page.

4.2 Assign List
  • Assign List is used to assign ownership for sales member.
  • Figure 4.2.0 shows Assign List main page :
                                    Figure 4.2.0
    
  • Admin can assign ownership by clicking on the 4 buttons which are New User, New User Without Topup, First Topup, Ownership Of or by Search By bar.
A. New User
  • Figure 4.2.1 shows New User button :
                                      Figure 4.2.1
    
  • If admin clicks on New User a dropdown list will appear. For example admin chooses "Jun2017" as shown in Figure 4.2.2 :
                                  Figure 4.2.2
    
  • A list of new user in Jul 2017 will be displayed as shown in Figure 4.2.3 :

                                   Figure 4.2.3
    
  • In Figure 4.2.4, admin can assign ownership by choosing a sales from the dropdown list :

                                   Figure 4.2.4
    
  • Followed by selecting a date range as shown in Figure 4.2.5 :

                                     Figure 4.2.5
    
  • Next, select user(s) that needed to be assign to from the New User list and click Assign button as shown in Figure 4.2.6 :

                                     Figure 4.2.6
    
  • Based on Figure 4.2.6, admin need to :

      1. select user(s) that need to be assigned from the New User list
      2. click Assign button
  • Based on Figure 4.2.7, admin can see that a new record of the new user has been added with ownership of "Jexter Lim " :

                                     Figure 4.2.7
    
  • Admin are able to use the search bar to search for user easily by entering their name, email, join date.

  • For example, in Figure 4.2.8, admin enter user's name, then the search result will be displayed :

                                              Figure 4.2.8
    
B. New User Without Topup
  • Figure 4.2.9 shows New User Without Topup button :
                                    Figure 4.2.9
    
  • If admin clicks on New User Without Topup, a dropdown list appears. For example, admin chooses "Jul2017" as shown in Figure 4.2.10 :
                                   Figure 4.2.10
    
  • Based on Figure 4.2.11, a list of new user without popup in Jul 2017 willl be displayed :
                                  Figure 4.2.11
    
  • Steps to assign ownership for New User Without Topup is the same as assigning ownership for New User.
C. First Topup
  • Figure 4.2.12 shows First Topup button :
                                   Figure 4.2.12
    
  • If admin clicks on First Topup, a dropdown list will appear. For example admin chooses "Within 3 Months" as shown in Figure 4.2.13 :
                                  Figure 4.2.13
    
  • A list of First Topup within 3 months will be displayed as shown in Figure 4.2.14 :
                                    Figure 4.2.14
    
  • Steps to assign ownership for First Topup is the same as assigning ownership for New User.
D. Ownership Of
  • Figure 4.2.15 shows Ownership Of button :
                               Figure 4.2.15
    
  • If admin clicks on Ownership Of a dropdown list will appear as in Figure 4.2.16 :
                            Figure 4.2.16
    
  • For example, admin clicks on "Jexter Lim", a list of users with ownership of Jexter will be displayed as in Figure 4.2.17 :
                               Figure 4.2.17
    
  • Steps to assign 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 4.2.18 :

                                          Figure 4.2.18
    
  • Based on Figure 4.2.19, the steps to search user is as follow :

                                         Figure 4.2.19
    
      1. enter user's name/email/mobile/ic no in the search bar
      2. click on Search By button, a dropdown will appear
      3. select on the corresponding option from the dropdown

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