Wednesday, September 24, 2008

eSynergy - Search it harder!

The fact that you can search and find companies in eSynergy makes it really powerful. For example, you can use the search to answer questions like
  • what companies did we contact last year?
  • which companies are inactive?
  • which ICT companies do we have in our database?
  • who should I call?
The search screen is very flexible so you can find many ways to search using it. In a later stage I am going to show you how to plan calls for all companies at once - for now, it will be enough for search.

Another thing this video goes through are the different types for companies. We have 4 important types in AIESEC eSynergy: Not validated, Uncontaced, Conctaced, Visited. These will be updated automatically when you add activities and realize them. However the "not visited" type is a bit special, it is set when you import companies from Excel, and you need to update this yourself! The video will show you how.

For now, enjoy the video!

See the video in fullscreen

No comments: