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Arch Leads Training Created By Katrisha Arambul 9/11/2010
Agenda 1. Logging Into Arch 2. Processing new Arch leads 3. Resources to update Arch leads
Logging In Text Text Tex Go to:  http://www.archtelecom.com/ Enter Customer Login  800-780-9056  to reflect the number connected to where the leads are derived.
Logging In Text Text Tex Enter the password ( 12131213 )
Process Choose the  reports  tab
Process Choose the  Powerline  Link
Process Enter the dates using the calendar buttons
Process Select the appropriate date
Process Select the option to show only new labels
Process Select Get Report button
Process This is what the new leads report looks like
Process Open Arch Leads from  6 Active Office Docs0 09 12 Arch Leads.xlsx Select the document in the Active Office Docs folder with the most recent date in  YY MM DD  labeled  Arch Leads
Process Open Arch Leads in the Excel spreadsheet and the new leads window of arch side by side as shown below  Input the new data at the end of the excel document opened.
Process Change the date at the beginning of the Excel document
Process Select the pull down list at the top of the Date/Time column and choose  Sort Newest to Oldest
Process Save the document as a PDF or XPS Ensure the current PDF is saved in the  Perm Records  folder
Process Save the document with the date in  YY MM DD  format followed by  Current Arch Leads  as it is in the example provided Ensure the type of file saved is PDF
Process Notice that when the information is updated there will be two files in the Perm Documents folder. Copy the older document.  Paste into the current months Transitory file.
Process Ensure there is only  one  PDF Document labeled Current Arch Leads in the  Perm Documents folder
Resources ,[object Object],[object Object],[object Object],[object Object],[object Object]

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Processing leads in arch

  • 1. Arch Leads Training Created By Katrisha Arambul 9/11/2010
  • 2. Agenda 1. Logging Into Arch 2. Processing new Arch leads 3. Resources to update Arch leads
  • 3. Logging In Text Text Tex Go to: http://www.archtelecom.com/ Enter Customer Login 800-780-9056 to reflect the number connected to where the leads are derived.
  • 4. Logging In Text Text Tex Enter the password ( 12131213 )
  • 5. Process Choose the reports tab
  • 6. Process Choose the Powerline Link
  • 7. Process Enter the dates using the calendar buttons
  • 8. Process Select the appropriate date
  • 9. Process Select the option to show only new labels
  • 10. Process Select Get Report button
  • 11. Process This is what the new leads report looks like
  • 12. Process Open Arch Leads from 6 Active Office Docs0 09 12 Arch Leads.xlsx Select the document in the Active Office Docs folder with the most recent date in YY MM DD labeled Arch Leads
  • 13. Process Open Arch Leads in the Excel spreadsheet and the new leads window of arch side by side as shown below Input the new data at the end of the excel document opened.
  • 14. Process Change the date at the beginning of the Excel document
  • 15. Process Select the pull down list at the top of the Date/Time column and choose Sort Newest to Oldest
  • 16. Process Save the document as a PDF or XPS Ensure the current PDF is saved in the Perm Records folder
  • 17. Process Save the document with the date in YY MM DD format followed by Current Arch Leads as it is in the example provided Ensure the type of file saved is PDF
  • 18. Process Notice that when the information is updated there will be two files in the Perm Documents folder. Copy the older document. Paste into the current months Transitory file.
  • 19. Process Ensure there is only one PDF Document labeled Current Arch Leads in the Perm Documents folder
  • 20.