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 :
- 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 4.1.2
- Based on Figure 4.1.2, the steps to Approving request are :
- click on the checkbox which admin wish to approve
- 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 :
- select user(s) that need to be assigned from the New User list
- 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
- enter user's name/email/mobile/ic no in the search bar
- click on Search By button, a dropdown will appear
- select on the corresponding option from the dropdown