Latest revision as of 03:02, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Resources

Resource templates

Customer (company)

Company resource template: Customer

Contact persons

User resource template: Contact Person
Assign the company to Company Resource property

Sales project

Resource template: CRM - Project

Dashboards

CRM Portal

Sending newsletters from Catinét

For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.

Creating the newsletter mail template

Preparing the bulk mail

@@ Line 1: / Line 1: @@
-= TODO List =
+<accesscontrol>Main:MyGroup</accesscontrol>
+= Resources  =
-[[CRM Setup - TODO List|View ToDo list here]]
+== Resource templates ==
-= Rules of thumb  =
+=== Customer (company)  ===
-== Customer (company)  ==
 *Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span>
-== Contact persons  ==
+=== Contact persons  ===
 *User resource template:&nbsp;<span style="color: rgb(255, 0, 0);">Contact Person</span>
@@ Line 16: / Line 15: @@
 [[Image:Contact person properties.png]]&nbsp;
-== Sales project  ==
+=== Sales project  ===
 Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span>
@@ Line 22: / Line 21: @@
 [[Image:Sales project properties.png]]
-== Campaign questionnaire  ==
+<br>
+==Dashboards==
-*Questionnaire resource template:&nbsp;<span style="color: rgb(255, 0, 0);">CRM - Campaign </span>
+CRM Portal
-*Parent resource: sales project
-*CATI&nbsp;Outcome Set: <span style="color: rgb(255, 0, 0);">CRM - CATI Outcome Set</span>
-*Properties: assign the status report to <span style="color: rgb(255, 0, 0);">Report </span>property, sales project to <span style="color: rgb(255, 0, 0);">Project</span>
-[[Image:Campaign diagram properties.png]]&nbsp;
-*Add involved salespersons to the questionnaire's interviewer list and set its status to Active
-*Build sample based on contact person groups
-== Sending newsletters from Catinét  ==
+= Sending newsletters from Catinét  =
-For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.
-=== Creating the newsletter mail template ===
+For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.
+=== Creating the newsletter mail template  ===
-=== Preparing the bulk mail ===
+=== Preparing the bulk mail  ===
 [[Category:Production_guidelines]]