You may?? not find too many anxious to help telemarketers
-----Original Message-----
From: Mayank
Sent: Sunday, September 18, 2011 12:03 PM
To: MS EXCEL AND VBA MACROS
Subject: $$Excel-Macros$$ Anyone like to take a project and challenge in
excel
Need urgent help in excel project
Process flows as follows
Call center make appointments
Generate the appointment file by clicking export button & send the
file to call centre
Call center manger receive all the files from tele marketers and do
quality check ( approved , rejected , reschduled )
rejected appoints goes to tele back ***
approved & re-schedule appointment send to sales manager
Sales manger assign the app to the sales rep
Export the file ( which auto creates in name of sales rep he assigned
the job , easy to email directly)
the sales guy import to its screen and leave feedback after attending
the appointment ( signed, not inetrested, pipeline(need to meet
again) )
all the signed sales then open a form which he need to fill with all
the details provided in the form.
after all the signed forms filled up which auto creates the file in
clients name, then he send the details to operations
operations import the file and check all details & then go by 6 steps
which is y/n
paperwork completed.
processed
approved
delivered
activated
claw back
that's whole process
apart from that few more sheets to be made which can be edited by
mangement anytime like
User create user details , pay structure ,
targets etc
Note: if we can make the whole as master file and when user created it
also auto cretae the sheets specified for the user so he can work and
just export/import data for inetrface
Product all the plans , handset given on each
plan commissions for plans , bonus eligibility
Generate pipeline of all reps with their names in single sheets
( attchemnts given for reference)
Reports
Pay file and print preview
rest we can discuss on later
I am happy to give some amount in return for that as well
Contact me at trulyb...@gmail.com
Thanks
Mayank
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--
----------------------------------------------------------------------------------
Some important links for excel users:
1. Follow us on TWITTER for tips tricks and links :
http://twitter.com/exceldailytip
2. Join our LinkedIN group @ http://www.linkedin.com/groups?gid=1871310
3. Excel tutorials at http://www.excel-macros.blogspot.com
4. Learn VBA Macros at http://www.quickvba.blogspot.com
5. Excel Tips and Tricks at http://exceldailytip.blogspot.com
To post to this group, send email to excel-macros@googlegroups.com
<><><><><><><><><><><><><><><><><><><><><><>
Like our page on facebook , Just follow below link
http://www.facebook.com/discussexcel
