33 Contact to Customer
From TrueERP wiki
Contact To Customer
Can you now see how using the Marketing module efficiently can take you from a Marketing Contact to a Customer with a complete record of what it took to get there?
Select the Marketing Tab
Select the Telemarketing button
Select the required 'Selection Criteria' from the Contacts Lists drop down menu
Upon selection of 'Lead' from the Action Type column (or by selecting the Lead button at bottom of screen)
the Lead form will load and all further follow ups etc are to be entered from the Lead screen
From the Lead screen... upon selection of 'Appointment' from the Action Type column
(or by selecting the Appointment button at bottom of screen) the Lead now becomes a Prospect
From the Lead screen... upon selection of 'Quote', 'Sales Order', or 'Invoice' from the Action Type column
(or by selecting the 'Quote', 'Sales Order', or 'Invoice' button at bottom of screen) the Lead now becomes a Customer
Using the Marketing module efficiently, you will establish a detailed record of "What It Took" to create a Customer from a Contact.
Knowing in detail, how much time and effort has gone into converting a Contact to a Customer, can give you the vital data required to make your Company more profitable through increased sales and by achieving them in a quicker timeframe. It can also help increase your Company's profitability by reducing your expenses due to the previous additional time spent achieving the ultimate result - SALES!
