Difference between revisions of "Marketing Action List"
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[[Marketing Ratios Report]] | [[Marketing Ratios Report]] | ||
[[Marketing Reports]] | [[Marketing Reports]] | ||
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| − | [[Prospect List]] | + | [[Prospect List (Marketing)]] |
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[[Telemarketing]] | [[Telemarketing]] | ||
[[Telemarketing List]] | [[Telemarketing List]] | ||
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| − | == Overview == | + | |
| + | == Overview == | ||
| + | |||
| + | The Marketing Action List is a list of all actions recorded against any Lead for a selected date range. Actions are recorded as a result of a phone contact or transaction and can range from "Follow-up" to "Invoice". The Marketing Action list can be filtered by action or by employee and used to check productivity | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How to Access Marketing Action List''' | ||
| + | |||
| + | *Select '''Marketing''' tab | ||
| + | *Select '''Marketing Action List''' button | ||
Latest revision as of 13:36, 2 March 2011
Overview
The Marketing Action List is a list of all actions recorded against any Lead for a selected date range. Actions are recorded as a result of a phone contact or transaction and can range from "Follow-up" to "Invoice". The Marketing Action list can be filtered by action or by employee and used to check productivity
Ways Lists in ERP can be Manipulated:
How to Access Marketing Action List
- Select Marketing tab
- Select Marketing Action List button
