View source for 8 Telemarketing Selection

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