Difference between revisions of "Marketing Action List"
From TrueERP wiki
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[[Telemarketing List]] | [[Telemarketing List]] | ||
</menu> | </menu> | ||
| − | == | + | <h2> Overview </h2> |
| + | <p>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 | ||
| + | </p><p>Ways Lists in ERP can be Manipulated: | ||
| + | </p> | ||
| + | <ul><li><a _fcknotitle="true" href="Filtering Lists">Filtering Lists</a> | ||
| + | </li><li><a _fcknotitle="true" href="Searching f5 f6 f7">Searching f5 f6 f7</a> | ||
| + | </li><li><a _fcknotitle="true" href="Customising Lists">Customising Lists</a> | ||
| + | </li><li><a _fcknotitle="true" href="Report Printing Options">Report Printing Options</a> | ||
| + | </li><li><a _fcknotitle="true" href="Export Data">Export Data</a> | ||
| + | </li></ul> | ||
| + | <p><b>How to Access Marketing Action List</b> | ||
| + | </p> | ||
| + | <ul><li>Select <b>Marketing</b> tab | ||
| + | </li><li>Select <b>Marketing Action List</b> button | ||
| + | </li></ul> | ||
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:
- <a _fcknotitle="true" href="Filtering Lists">Filtering Lists</a>
- <a _fcknotitle="true" href="Searching f5 f6 f7">Searching f5 f6 f7</a>
- <a _fcknotitle="true" href="Customising Lists">Customising Lists</a>
- <a _fcknotitle="true" href="Report Printing Options">Report Printing Options</a>
- <a _fcknotitle="true" href="Export Data">Export Data</a>
How to Access Marketing Action List
- Select Marketing tab
- Select Marketing Action List button
