Simon Clive at 01:52, 19 December 2011

2011-12-19T01:52:51Z

Simon Clive: Created page with "Source List Do you know how to view the Source List ? The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pa..."

2011-06-28T02:52:49Z

Created page with "Source List Do you know how to view the Source List ? The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pa..."

New page

Source List

Do you know how to view the Source List ?

The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like
Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and
sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.

Select the CRM tab
Select the Source List button

Select the relevant radio button to display the required list, i.e:

Active Sources Only
Inactive Sources Only
All Sources

When appointments have been made they will show in the Source List (date driven) in the Appointment Count column
You can add the Enquiries totals from a basic source count into the system - click on the + in the enquiries column
This will then calculate the % Success Rate of Enquiries to Appointments

@@ Line 1: / Line 1: @@
-Source List
+'''Source List'''
-Do you know how to view the Source List ?
+Do you know how to view the '''Source List&nbsp;?'''
-The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like
+The '''Source List''' allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, also sources such as '''Referrals'''. You can also monitor the number of '''Enquiries''' and '''Appointments''' resulting from each '''Source'''. Each source has a '''Creation''' and '''Inactive''' date to define the duration of a campaign.<br> Select the '''CRM''' Module and then select the '''Source List''' button
-Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and
-sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
-Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
+*Select a '''Date Range''' and the relevant Radio Button to display the required list&nbsp;'''Active Sources Only''' - '''Inactive Sources Only''' - '''All''' Sources
-Select the CRM tab
+*When '''Appointments''' have been made they will show in the '''Appointment Count''' column of the '''Source List'''
-Select the Source List button
+*You can add the '''Enquiries''' totals from a basic source count into the system by clicking on the '''+''' in the'''Enquiries''' column
+*This will then calculate the&nbsp;'''% Success Rate''' of '''Enquiries''' to '''Appointments'''
-Select the relevant radio button to display the required list, i.e:
-−
 Active Sources Only
 Inactive Sources Only
 All Sources
-−
-When appointments have been made they will show in the Source List (date driven) in the Appointment Count column
-You can add the Enquiries totals from a basic source count into the system - click on the + in the enquiries column
 This will then calculate the % Success Rate of Enquiries to Appointments

2 Source List - Revision history

Simon Clive at 01:52, 19 December 2011

Simon Clive: Created page with "Source List Do you know how to view the Source List ? The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pa..."