Telus TPM Documentation
This is an old revision of the document!
Location View
Click on the Location Search option to see all Location data.
The top row of the Location Search grid is a filter. Enter text into any of the columns to filter to data containing the text entered.
To view the specific information related to a particular location, click the View hyperlink.
This will open up a view of the selected location. Location information is located at the top. Other information, such as Contacts, Opportunities and Tasks, can be viewed, added and edited within their corresponding tabs.
Contacts
To add a new Contact for a Location, click the New button on the Contacts tab.
Enter in the Name, Role, Details and Additional Information and click Save. The data entered will appear within the Contacts grid.
To Edit an existing record, click the Edit button, make any necessary changes then click Save. To Delete a record, either Edit the record and click the Delete button within the popup or select the row and click the Delete button.
Opportunities
To add a new Opportunity for a Location, click the New button on the Opportunities tab.
Enter in the Details, Additional Information and Pipeline information and click Save. The data entered will appear within the Opportunities grid.
To Edit an existing record, click the Edit button, make any necessary changes then click Save. To Delete a record, either Edit the record and click the Delete button within the popup or select the row and click the Delete button.
Tasks
To add a new Task for a Location, click the New button on the Tasks tab.
Enter in the Details and Additional Information and click Save. The data entered will appear within the Tasks Grid.
To Edit an existing record, click the Edit button, make any necessary changes then click Save. To Delete a record, either Edit the record and click the Delete button within the popup or select the row and click the Delete button.
