Viewing ticklers

The Ticklers view shows all ticklers for all Customer Service Representatives for all stores in the tickler queue. You can sort and filter ticklers to make finding a subset easier. Furthermore, you can open a tickler to view more details.

Procedure

1. Log on to the IBM Sales Center.
2. Optional: Select a store.
3. If the Ticklers view is not open, click View > Show Views > Ticklers.
4. Optional: Do any of the following from within the Ticklers view:
   • Sort the ticklers by clicking on any column heading.
   • Filter the ticklers by clicking the Filter Ticklers icon () and choosing filtering options.
   • Double-click a tickler to see its details and action history.
   • Click the Refresh Ticklers icon () to get an updated list of ticklers.
   • Click the Create Tickler icon () to create a new tickler.
5. Optional: Right-click a tickler, and then select Work On or Assign Ticklers.