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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 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]]
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[[Prospect (Marketing)]]
[[Prospect List]]
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[[Prospect List (Marketing)]]
 
[[Print Reminders]]
 
[[Print Reminders]]
 
[[Sales Pipeline]]
 
[[Sales Pipeline]]
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[[Telemarketing]]
 
[[Telemarketing]]
 
[[Telemarketing List]]
 
[[Telemarketing List]]
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== Overview ==
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== Overview ==
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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
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Ways Lists in ERP can be Manipulated:
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*[[Filtering Lists]]
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*[[Searching f5 f6 f7]]
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*[[Customising Lists]]
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*[[Report Printing Options]]
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*[[Export Data]]
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'''How to Access Marketing Action List'''
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*Select '''Marketing''' tab
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*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