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>
-[[CRM Setup - TODO List|View ToDo list here]]
+= Resources  =
-= Rules of thumb  =
-== Customer (company)  ==
+== Resource templates ==
-*Company resource template: <span style="color: #ff0000">Customer </span>
+=== Customer (company)  ===
-== Contact persons  ==
+*Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span>
-*User resource template:&nbsp;<span style="color: #ff0000">Contact Person</span>
+=== Contact persons  ===
-*Assign the company to <span style="color: #ff0000">Company Resource </span>property
+*User resource template:&nbsp;<span style="color: rgb(255, 0, 0);">Contact Person</span>
+*Assign the company to <span style="color: rgb(255, 0, 0);">Company Resource </span>property
 [[Image:Contact person properties.png]]&nbsp;
-== Sales project  ==
+=== Sales project  ===
-Resource template: <span style="color: #ff0000">CRM - Project </span>
+Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span>
 [[Image:Sales project properties.png]]
-== Campaign questionnaire  ==
+<br>
+==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.
-*Questionnaire resource template:&nbsp;<span style="color: #ff0000">CRM - Campaign </span>
+=== Creating the newsletter mail template  ===
-*Parent resource: sales project
-*CATI&nbsp;Outcome Set: <span style="color: #ff0000">CRM - CATI Outcome Set</span>
-*Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span>
-[[Image:Campaign diagram properties.png]]&nbsp;
+=== Preparing the bulk mail  ===
-*Add involved salespersons to the questionnaire's interviewer list and set its status to Active
+[[Category:Production_guidelines]]
-*Build sample based on contact person groups