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1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

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Page 1: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program
Page 2: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

1) Main Menu: You can access all aspects of the database from this screen2) Contacts: You can access the “contact database management” side of the program with this tab.3) Accounts: You can access the “account management” side of the program with this tab4) Calendar: You can access the calendar with this tab

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Page 3: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Starting Total Database Solutions:

Click on the ”TDS” Icon on your desktop Type in your username and password and hit “enter”

Page 4: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Finding a Contact or List of Contacts:

Click “Find”

Page 5: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

(You can search by region, address, zip code, city, lead source, business type, etc.)

Page 6: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Finding a Contact or List of Contacts (cont’d.):

This will bring up a list of contacts to call based upon your search selection.You will also notice that you can perform a “Search” from this page as well.Click on “green arrow” to bring you to the “Contact Information” page. This

page will allow you to see more detail about the customer. (You can choose to make calls from the list of contacts or from the contact screen)

Page 7: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Save Search Results for List of Contacts:

This feature is used to save a list of contacts that you would like to view at a future time. Example: you perform a search for all contacts in the zip code 19801 and you would like to contact them at a later date. Click on the “Save Set” button under the “Save Results” tab on the left hand side of the screenAt any time you can view the set of records you saved by clicking on the “Show Set” button under the “Save Results” tab on the left hand side of the screen

Page 8: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will bring up a list of searches that you had saved Select the list you would like to view by clicking on the green arrow to on

the left side of the screen

Page 9: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Adding a New Contact:

From the “Contact” menu, click on “Add Contact”Click “Yes”Enter contact information

Page 10: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Scheduling a Phone Call or To Do:

Click on the “Add Event” button to schedule a “phone call” or “to do”

Page 11: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Scheduling a Phone Call or To Do (cont’d):

Click on “Phone Call” or “To Do”

Page 12: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

A calendar will pop up and you will select the date you would like to follow up

Select the time you would like to follow up or leave the time blank if you do not have a set time to follow up

Page 13: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Scheduling an Appointment:

Click on “Add Results”

Page 14: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Select “Appointment/Meeting” and click “Save”

Page 15: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

OR:

Click on “Add Event”

Page 16: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Click on “Appointment”

NOTE: Whether you decide to schedule an appointment from the “Add Results” button or from the “Add Event” button, the remaining instructions are the same.

Page 17: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Select who the appointment is for and whether the appointment is with a “Decision Influencer” or “Decision Maker”

Click Save

Page 18: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will bring you to the selected users calendarSelect a date and time for the appointment by clicking on the blue “Set Date” and

“Set Time” button (be sure to look at the calendar to make sure that there are no scheduling conflicts)

Page 19: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Add Notes:To add general notes, not specific to a particular event, go to the

“Contacts” menu and enter in the “General Notes” section at the bottom of the screen.

Page 20: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

To add notes specific to a particular event or result, click on the “Results” tab on the left hand side of the screen

Page 21: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will open the “Results” screenOn this screen you will add the “Notes” that are specific to a particular event or

result (Ex. Appointment, Phone Call, Callback, Voicemail etc.)

Page 22: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Adding Results for Initial Contact:

Click on “Add Results”

Page 23: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Select the result for your initial phone call and click “Save”

Page 24: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

A calendar will pop for you to schedule a date for your follow upSelect Date you would like to follow it up by clicking on the “Calendar” iconSelect Time you would like to follow up by clicking on the “Clock” icon

NOTE: You will not use this “Add Result” button to update a follow up call. You will only use this button for the initial contact.

Page 25: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Adding Results for Follow-up Calls:

Click on the “Results” button the left hand side of the screen

Page 26: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will bring you to the results pageClick on the red “update” button to the right of the follow up you wish

to update

Page 27: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

From the “Calendar” menu you can also update the results of a follow up by clicking on the red “update” button

You can also click on the green arrow, which will bring you back to the “Results” page, where you can update the follow up as well.

Page 28: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Clicking on the red “update” button will bring up a list of follow up resultsSelect the appropriate result and click “save”

NOTE: The results list may vary depending on the type of follow up you are updating

Page 29: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

A calendar will pop for you to schedule a date for your follow upSelect Date you would like to follow it upSelect Time you would like to follow up by clicking on the “Clock” icon

Page 30: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Set and Clear To Do’s:You can set and clear a “to do” from the “Main Menu” tab or the

“Calendar” tabFrom the “Main Menu” tab, click on “To-Do List” under the Events

section on the left hand side of the screen

Page 31: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

OR:

From the “Calendar Menu”, click on “To-Do List”

Page 32: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

To add a new “To-Do”, click on the “Add To-Do” buttonTo delete a “To-Do”, click on the Trash Can Icon

Page 33: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

View List of Events that are Open:You can view your uncleared events from the “Main Menu” tab or the “Calendar” tabFrom the “Main Menu” click on “Uncleared” under the Events section or the folder

icon in the middle of the screenThis will bring up a list of all events (Ex. Appointments) that you have scheduled and

are not yet completed

Page 34: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

OR:

From the “Calendar Menu”, click on “Uncleared Events”

Page 35: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will bring up a list of any Events that you have yet to completeYou can make phone calls directly from this list or you can click on the green arrow

and call from the “Contact” screen which provides you with more detail

Page 36: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Utilizing the calendar

From the “Main Menu” you can choose to go directly to the “Calendar” tab or you can choose to view the calendar by the “day view, week view, or month view.”

Page 37: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Day View of Calendar

Here you can view a list of appointments, phone calls and to do’s for the day

Page 38: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Week View of Calendar

Here you can view your schedule for the week

Page 39: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Month View of Calendar

Here you can look ahead to view your schedule for a whole month

NOTE: Before scheduling an appointment for a particular day, you should check your calendar to make sure that there are no scheduling conflicts.

Page 40: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

To View a Specific Users Calendar

From the “Calendar” screen, add a user to the Quick Pick Calendar by clicking on the arrow on the left hand side of the table (the one where the field is blank)

Page 41: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will bring up a list of users, select the one you would like to addYou can also delete users by clicking on the trash can on the right side of the

tableHighlight the user whom which you wish to see the calendar for (you will use this

feature to view the schedule of your salesperson and to view your own schedule)

Page 42: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Printing, Faxing or E-mailing a Lead Sheet, Cost Analysis, or Rental Agreement:

Select appropriate document

Page 43: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Printing a Mapquest:

Click on “MapQuest” from the contact screen

Page 44: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

View your Scheduled Appointments that are not yet Completed

Click on “Appointments” under the “Events” tab

Page 45: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This will bring up a list of your scheduled appointments that are not completed yet (This feature is mainly used for the Outside Salesperson to view their appointments)

If you would like to print the “Lead Sheet”, click on the green arrow and the lead sheet will appear

Page 46: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Example of a Lead Sheet:

Page 47: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Zip code finderWith this feature you can search for any zip code, find distance between two zip codes, and find nearest zip

codes. (The inside salesperson may utilize this feature to cluster the salespersons appointments in one area)Click on “Zip code” under the Records section on the left of the screen

Page 48: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

This feature is very helpful when scheduling appointments for the Outside Sales staff. You can refer to this when scheduling appointments to verify distance from appointment to appointment or you can search for a list of contacts in a particular zip code where an appointment is currently scheduled.

Page 49: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Adding an Unrelated Event to the Calendar

This feature is used when you want to ad an event such as Vacation schedule or Personal Day

From the “Calendar” tab, click on the “Add Event” tab

Page 50: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Click on the “Add new Event” button

Page 51: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

It will then ask you, “Do you wish to Add a New Event for the name of the person who’s calendar you are viewing?”

Click “Yes”

Page 52: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

Select the appropriate event from the list and enter the pertinent information

NOTE: Again, this feature is only used if you are scheduling an event that does not correlate to any particular contact in your contact database. You will use this function to schedule vacation time, personal days, sales meetings, etc

Page 53: 1) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of the program

To Delete a Record:

Click on the “Delete” button under the “Add New” tab on the left side of the screen

NOTE: You can only delete a record on the same day the record was created and if there are no Events or Accounts assigned to this record.