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 -- ---------------------------------------------------------------------------------- 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
