OASIS features a series of Customer Relationship Management (CRM) Tools that allow users to track conversation history with individual contacts. Through the Conversations view, users may view conversation history, add new conversations, leave catalogs, and check out samples in one convenient location. However, new O4 developments will soon replace this process.
Opening the Conversations View
1. Navigate to the Contacts page and select an association. A list of contacts should appear at the center of the window. This is the Standard View.
2. Select the button to transfer to the Conversations view. To filter contacts, select the needed link under "Conversations."
3. Select the links in each contact to complete any needed tasks.
- Email- send an email to the contact
- History- view conversation history with this contact
- Add- create a note to send to the contact
- Reminder- create a reminder for the contact
- Leave Catalog- leave a catalog with the contact
- Leave Sample- leave a sample with the contact
4. Select the button to return to Standard View.
1. Navigate to a contact and select "History."
2. Select "More" to set a range for history (i.e. "Showing conversations through June") or select "Show All" to view all conversation history. Note: you may have to select "Show All" more than one time to view the full history.
1. Navigate to a contact and select "Add."
2. Enter any text in the space provided.
3. Select "Add." The conversation will be added to the contact.
1. Navigate to a contact and select "Reminders." The "Reminder for" window will appear.
2. Enter needed information and select "OK."
3. The reminder will show on your Home Screen, as well as the contact's.
Leaving a Catalog or Sample
1. Leaving a catalog and leaving a sample require the same process. This example will leave a catalog.
2. Select "Leave Catalog." A pop-up window will appear, listing available catalogs.
3. Check the box(es) for the brands you wish to leave.
4. Select "OK."
5. The "Message" window will appear, showing that information has been saved. For more information on catalogs, click here.
6. Select "OK."