Marketing Contact
From TrueERP wiki
Overview
A Marketing Contact is a person or company that has not yet been contacted by you. Marketing Contacts are used to build filtered lists for the purpose of telemarketing or can be accessed as a new Lead. eg. Marketing Contacts may be names and phone numbers collected at a trade show, a purchased marketing list or simply names collected from the White Pages.
How to use Marketing Contacts
Marketing Contacts can be added individually through the Marketing Contact screen but more usually would be added in bulk via the File Import function. Importing Data- see Importing Data
Marketing Contact Screen
- Select marketing Tab
- Select Marketing Contact button if you are not contacting the Marketing Contact immediately. If you are entering
details as you contact, use the Lead screen which will in turn open the Marketing Contact screen when required
- Enter the available data in the appropriate fields. Note, either the Company or First Name field is required as the
minimum data allowed before the record can be saved.
Special Fields
- Company Type - This field contains a drop down list of company types previously created. If you type a new
Company Type it will be added to the list for future access. Used selectively this field can later be used to filter on to create a Contact Se4lection Range
- Email - ERP Software will anticipate an email address from the name and company name. Over-write with
the actual email address if known
- Source - This is a drop down list of previously created sources. In[[ Utilities>Preferences>Sales]] you can select
to make this a mandatory field if desired (Disable Customer Source Tracking)
- Save (If entering multiple Marketing Contacts via the screen select NEW instead of SAVE to keep the screen open
