8 Telemarketing Selection
From TrueERP wiki
Telemarketing Selection
Where does the Telemarketing data feed from, and where does it feed to?
The Contact Selection Range feeds the relevant data to Telemarketing. Th Action Type selected within the Telemarketing screen is what dictates where the data feeds to.
Select the Marketing Tab Select the Telemarketing button Select the required 'Selection Criteria' from the Contacts Lists drop down menu Upon selection of 'Lead' from the Action Type column (or by selecting the Lead button at bottom of screen) the Lead form will load and all further follow ups etc are to be entered from the Lead screen From the Lead screen... upon selection of 'Appointment' from the Action Type column (or by selecting the Appointment button at bottom of screen) the Lead now becomes a Prospect From the Lead screen... upon selection of 'Quote', 'Sales Order', or 'Invoice' from the Action Type column (or by selecting the 'Quote', 'Sales Order', or 'Invoice' button at bottom of screen) the Lead now becomes a Customer
Select the Marketing Tab
Select the Telemarketing button
Select the required 'Selection Criteria' from the Contacts Lists drop down menu
Upon selection of 'Not Interested' from the Action Type column the Contact is removed from the
Marketing Campaign, but can still be found in the Marketing Contact List
