Difference between revisions of "Marketing Action List"
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(Created page with "<menu name=myMenu align=center> More Detail= Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List [[Marke...") |
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− | <menu | + | <menu align="center" name="myMenu"> |
More Detail= | More Detail= | ||
[[Contact Selection Range]] | [[Contact Selection Range]] | ||
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[[Marketing Ratios Report]] | [[Marketing Ratios Report]] | ||
[[Marketing Reports]] | [[Marketing Reports]] | ||
− | [[Prospect]] | + | [[Prospect (Marketing)]] |
− | [[Prospect List]] | + | [[Prospect List (Marketing)]] |
[[Print Reminders]] | [[Print Reminders]] | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
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[[Telemarketing]] | [[Telemarketing]] | ||
[[Telemarketing List]] | [[Telemarketing List]] | ||
− | </menu> | + | </menu> |
− | == 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