N.B. Left click any image to expand:
The Presentation Matrix tool allows monitoring and updating the status of each contact at each event; their confirmation of attending, attendance status and outcomes.
Click Events. Click Presentation Tool.
The list will display all contacts that have an appointment. The filters at the top of the page change the views and the data shown Fig.1.
Telemarketers or users may call to confirm attendance.
The view displays:
Before the event, specific users can be assigned to be responsible for contacts and business.
Conf & Status columns display information from telemarketer view Fig.3 (1). Assigned column can be amended to any user. The user name will briefly highlight green to show that it has been set Fig.3 (2). There is no save button on the Matrix tool, it auto-saves and this can be seen in the top left. Fig.3 (3)
Front Desk should be refreshed once Assignment has occured. Greeters have the necessary information to greet attendees and mark their attendance as Fig.4 (1):
If a gift/prize is given, it can be written in the gift column Fig.4 (2).
Displays all the data of the event attendees.
Sales Fig.5 (1) - click + to add sales based on the Offers and Options created in the Event Setup.
In the pop-up, select the appropriate Offer from the drop-down Fig.6 (1). If the sale is confirmed, click Add Sale fig.6 (2). If the sale is signed but needs confirmation, click Add Sub-To fig.6 (3). Click New Package or New Package Sub-To fig.6 (4) to create a new Offer or Option for the Event as per the event setup.
Complete the Sale pop-up. Click Save.
To add a task to follow up an attendee Fig.5 (2)
To add a comment Fig.5 (2)
To add a No sale, tick No Sale Fig.5 (3). Only one outcome required per business.