Difference between revisions of "Canvasser"
From TrueERP wiki
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| − | + | A canvasser is an employee who is employed to go out and canvass on the businesses behalf - someone who is a telemarketer, door to door canvaser etc. From a system point of view a canvasser is a category of employee and the canvassers information is maintained mainly from the [[Employee List]]. | |
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| + | To create a canvasser you must first create an [[Employee]] to be converted to a canvasser. | ||
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| + | How to create a Canvasser | ||
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| + | *Select '''CRM''' tab | ||
| + | *Select '''Canvasser''' button | ||
| + | *Select the'''Employee''' from the drop down list | ||
| + | *'''Save''' | ||
Revision as of 17:00, 28 February 2011
A canvasser is an employee who is employed to go out and canvass on the businesses behalf - someone who is a telemarketer, door to door canvaser etc. From a system point of view a canvasser is a category of employee and the canvassers information is maintained mainly from the Employee List.
To create a canvasser you must first create an Employee to be converted to a canvasser.
How to create a Canvasser
- Select CRM tab
- Select Canvasser button
- Select theEmployee from the drop down list
- Save
