You can assign contact records to a Sales Executive. Assigning contact records is slightly different from the assignment of other record types. After assigning, you also need to accept the record types customer, company and vehicle. This does not apply for contact records. After assigning, the contact record is automatically created for the Sales executive to do list.
What do you want to do?
To access the Manage contact records:
Select from the Main menu the Manufacturer System option, combined with company MB.
The Mercedes-Benz Main Menu is displayed.
Select from the Mercedes-Benz Main Menu, the Menu - Marketing option.
The Mercedes-Benz Marketing menu is displayed.
Select from the Mercedes-Benz Marketing menu the Menu - Retail Interface option.
The Menu - Retail Interface menu is displayed.
Select from the Menu - Retail Interface menu the Manage contact records option.
The Assign Contact Records form is displayed.
To access the Contact Details:
Select from the Main menu the Manufacturer System option, combined with company MB.
The Mercedes-Benz Main Menu is displayed.
Select from the Mercedes-Benz Main Menu, the Menu - Marketing option.
The Mercedes-Benz Marketing menu is displayed.
Select from the Mercedes-Benz Marketing menu the Menu - Retail Interface option.
The Menu - Retail Interface menu is displayed.
Select from the Menu - Retail Interface menu the Manage contact records option.
The Assign Contact Records form is displayed.
Click the Edit button.
The Contact Details form is displayed.
You can change the responsible in the Assign contact records form.
To change the sales executive:
Click in the Responsible field of the record you wish to change.
The list of responsible persons is displayed.
Select a new responsible person of the list. This person has to investigate the profile changes for acceptance when the record is assigned.
The green arrow indicates on which column the list is sorted.
The assigned responsible receives an e-mail of the assignment. The mail contains the number of contacts that have to be investigated.
The responsible is standard filled with the Default Responsible of the Retail interface parameters. When the contact record is centralised created the responsible is filled with the CRM contact executive of the Retail interface parameters.
You can Assign or Assign all Sales executive in the
You can change the responsible in the Assign contact records form.
When you click the Assign button for a selected record the line is assigned to the responsible persons and is highlighted in green.
When you click the Assign all button all records listed are assigned to the responsible persons and are highlighted in green.
Note: Make sure that the appropriate sales executive is allocated to all records listed.
The responsible person cannot be changed when a record contains the status Assigned to sales executive. However if you want to change the responsible person, click the Assign all or Assign button for the concerning records and a message is displayed.
Record has already been assigned. Should this record be re-assigned?
If you want to undo an assigned record choose Re assign. The status is changed back to new or existing record and the responsible field is cleared. Now you can change the sales executive and reassign the record by clicking the Assign all or Assign button.
If you do not want to alter the concerning record, you can remain the status as it is by choosing Cancel.