CallTrax NEXT Managing Product Sales Script (CLTX519)

The following procedures will guide through managing the Product Sales Scripts that will be available on the Next Potential Product section of the Customer Dashboard within CallTrax NEXT.

Step 1              Log into CallTrax NEXT.

Step 2              On the landing page, click on Administration from the main menu

Step 3              Hover the mouse over Setup, and click on CallTrax Settings

Step 4              Click on the Product Scripts tab

Step 5              Locate the desired product within the list

Note: An edit button in the script box identifies that a script has been created and can be modified. If the Script box is empty, a script is not present on that campaign.

Step 6              Click in the Script box for the product

Step 7              Begin typing in or pasting the desired content

7.1                    Use the various buttons to further customize the content

Note: Hovering the mouse over the buttons will provide a name for the button to help identify its purpose.

7.2                    Click the Save button

Step 8              To edit an existing script, click in the Script box

8.1                    Make changes and click the Save button

Step 9              To remove a script, click in the Script box

9.1                    Click the Delete button

Note: There is not a confirmation message when deleting so once the delete button is clicked, the content is immediately removed.

Article Reference: CLTX519