Using Focus3

MyFocus Page

Overview

After logging-in, Users are forwarded to the MyFocus page.

The MyFocus page provides Users with a high-level summary of pending and completed Actions for the current day.

The page is divided into the following sections:

Announcements

• This section displays any important notifications from Focus3 and is only visible when notifications are available.

Charts

• The Charts section is displayed to all Users as a motivational tool for the sales team.
• Delinquent Calls
  • Graphically displays the number of Calls scheduled prior to the current day but not completed by each Sales Exec.
  • Sales Execs are listed by the number of Delinquent Calls descending.
  • Bar graph only appears when Delinquent Calls exist.
• Sales YTD
  • Graphically displays the number of Sales closed by the Sales Exec during the current year.
  • Sales Execs are listed by the number of Sales YTD descending.
  • Bar graph only appears when Sales have been closed during the current year.

Today's Calls

• Displays a listing of any Calls scheduled for the Sales Exec for the current date ordered by time ascending.
• Clicking on the "Call Search" link will display the Call Search page.
• Displays the following fields:
  • Time
    • Scheduled Call time. (ex. 1:30 PM)
  • First Name
    • Contact's first name. (ex. John)
    • Links to the Contact Summary page.
  • Last Name
    • Contact's last name. (ex. Smith)
    • Links to the Contact Summary page.

Delinquent Calls

• Displays the current number of Delinquent Calls for the Sales Exec.
• Clicking on the "Call Search" link will display the Call Search page.
• Displays the following fields:
  • Employee
    • Sales Exec name. (ex. Mary Jones)
  • Call Count
    • Current number of Delinquent Calls. (ex. 5)

Today's Tours

• Displays Tours scheduled for the current date.
• Clicking on the "View Calendar" link will display the Calendar page.
• Displays the following fields:
  • Date & Time
    • Tour date and time. (ex. 05/31/2006 1:30 PM)
    • Links to the Tour Details page.
  • Contact
    • Contact's first name and last name. (ex. John Smith)
• Related Items
  • Tours

My Tasks

• Displays all scheduled Tasks.
• Clicking on the "Add Task" link will display the Task Details page where a new Task may be created.
• Displays the following fields:
  • Start Date / Time
    • Task start date and time. (ex. 05/31/2006 1:30 PM)
  • End Date / Time
    • Task end date and time. (ex. 05/31/2006 2:30 PM)
  • Status
    • Task status. (ex. Scheduled, Completed, Cancelled)
  • Task Name
    • Title of task. (ex. Pick Up Jim at the Airport)
  • Notes
    • Miscellaneous comments and information about the Task. (ex. Flight arrives at 1:15 PM.)

My Completed Actions

• Displays the total number of Call, Correspondence, Sale and Tour Actions that were completed by the User for the current day, previous day, current week, and current month.
• This section is used to summarize the User's productivity as it relates to completing these various Actions.

Related Items

• Calls
• Sales
• Tours
• Tasks
• Actions