Customer Relationship Management: Difference between revisions
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=TODO List= | |||
[[CRM Setup - TODO List|View ToDo list here]] | |||
= Rules of thumb = | = Rules of thumb = | ||
Revision as of 09:57, 14 December 2009
TODO List
Rules of thumb
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
Campaign questionnaire
- Questionnaire resource template: CRM - Campaign
- Parent resource: sales project
- CATI Outcome Set: CRM - CATI Outcome Set
- Properties: assign the status report to Report property, sales project to Project
- Add involved salespersons to the questionnaire's interviewer list and set its status to Active
- Build sample based on contact person groups