Revision as of 03:05, 17 August 2010

Resources

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

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 =
+= Resources =
-[[CRM Setup - TODO List|View ToDo list here]]
-= Rules of thumb  =
 == Customer (company)  ==
@@ Line 22: / Line 18: @@
 [[Image:Sales project properties.png]]
-== Campaign questionnaire  ==
-*Questionnaire resource template:&nbsp;<span style="color: rgb(255, 0, 0);">CRM - Campaign </span>
-*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  ==
-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]]