On2Biz » saurabh

How to: Add note

saurabh — Sat, 31 Jan 2009 08:17:38 +0000

Notes are general updates on opportunity. Notes can be created by executives and by system itself.

To create a new note you should be on the project page for which you want to add a note.

For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.

Click on Activities link from Quick Navigation Link.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

You will be taken to activities section which looks as shown below.

Activities section header

Click on “Add Note” to get following screen

Add Note form in On2Biz

Fill comments, assign a tag e.g. Status Update in above screenshot and select a contact if you want to send this note via email. Tags are customizable, contact support@on2.biz for customization.

Click on to add this note.

System creates notes whenever a milestone is changed and can be sen in Activity section as below.

On2Biz Generated Notes

How to: Update task

saurabh — Fri, 30 Jan 2009 11:50:11 +0000

After the task is completed you update task created in On2Biz. This can be done in simple 2 steps.

1. List all tasks.

2. Update task.

Step 1: List all Pending Tasks.

Activity List of On2Biz

To list all Pending Tasks click on “Pending Tasks” and you will get a list of all the tasks pending. Following is the screen which shows list of pending tasks.

Task preview

Step 2: Update task

Click on button to update this task. Below is how this task will appear when you click update.

Task in update mode

Select appropiate Status from Pending, Done and Aborted. Status is customizable, contact support@on2.biz for customization. Fill Completed On date, Time Spent and Progress report. You can also send an email / SMS progress to team or project manager. SMS alerts are available on subscription to get SMS alerts activated for your profile contact support@on2.biz.

How to: Create Task

saurabh — Fri, 30 Jan 2009 11:07:13 +0000

To create a new appointment you should be on the project page for which you want to create a Task.

For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.

Click on Activities link from Quick Navigation Link.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

You will be taken to activities section which looks as shown below.

Activities section header

Click on “Add Task” to get following screen

Add Task in project / opportunity.

Fill Date on which task should be completed in “Due Date”. Enter Type of Task, Type of Task is customizable, to get it customized contact support@on2.biz. E.g. of Task Type are Queries, Send referance literature, Send samples, Arrange Demo / Presentations, Call the customer etc. Fill Description, select the executive who will perform this task and select if you want to send an Email OR SMS alert now. SMS alert is available in account after its activated from On2.biz administrator. To get SMS alerts activated in your profile contact support@on2.biz.

Click on to save this task

Once you add task you get a email alert on the due date of task and SMS alert if you have opted for SMS alerts (Contact support@on2.biz for SMS alerts). Also you will be able to see Task in Activity list in On2Biz. under “Pending Tasks”.

Activity List of On2Biz

How to: Update appointment.

saurabh — Fri, 30 Jan 2009 07:03:29 +0000

After the appointment is completed you update appointment created in On2Biz. This can be done in simple 2 steps.

1. List all appointments.

2. Update appointment.

Step 1: List all appointments pending.

Activity List of On2Biz

To list all appointments pending click on “Scheduled Appointments” and you will get a list of all the appointments pending. Following is the screen which shows list of appointments pending.

Scheduled Appointment list.

Click on to update this appointment. Below is how appointment will appear when you click update.

Appointment in update mode.

Fill call status “Completed”, Was the call objective met?, Time spent in travelling, Time spent with customer and call report and Save to update.

You can send this call report to client as well as team by selecting Send Call Report to Attendees. By selecting this and Saving your call report will be converted to a mail as shown below, this can be sent to multiple receiver as well as you can attach files.

Minutes of the meeting email from On2Biz

How to: Create appointment.

saurabh — Thu, 29 Jan 2009 10:08:42 +0000

To create a new appointment you need to be on the project / company page for which you are planning.

To search for a project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.

Click on Activities link from Quick Navigation Link.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

You will be taken to activities section which looks as shown below

Activities section header

Click on “Add Appointment” to get following screen

Add Appointment form

Fill Date, Time, Call Type (Call Type is customizable, contact support@on2.biz), Attendees(Internal), Attendees(External) and Agenda of the appointment. Appointment creation allows you to send agenda to attendees by email.

Click on to add this appointment.

Once you add appointment you get a email alert on the day of appointment and SMS alert if you have opted for SMS alerts (Contact support@on2.biz for SMS alerts). Also you will be able to see Appointment in Activity list in On2Biz.

Activity List of On2Biz

In activity list you will see your appointment in Scheduled Appointments.

How to: Update project / opportunity milestone.

saurabh — Thu, 29 Jan 2009 08:17:29 +0000

You need to perform 2 steps to update a project / opportunity milestone.

Search for project / opportunity.
Open and Update.

Step 1: Search for project / Opportunity.

Global search of On2Biz. Search for contacts, end customers, projects etc. here

A Global Search facility is available through out On2Biz which can be used to search any object in On2Biz e.g. you can search for contact, end customer, projects / opportunity related to end customer or contact … etc.

To search for a project you can enter name of end customer .e.g. rediff and you will get list of all the projects for rediff. See screenshot below.

Search results.

Now clicking on Project link “On2Biz for Ad selling” will take you to project page.

Step 2: Update milestone

On project page click on “Milestone” link from quick navigation links. Below is the screenshot which shows quick navigation links.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

Screen will be directly scrolled to Milestone section of Project.

Milestone section

Click on Edit will present you this section in Edit mode as shown below.

Milestone section in Edit mode.

Select the latest milestone and click on to update milestone.