Customer Relationship Management

TODO List

View ToDo list here

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