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                                                            #1
                                                           | 
                                                            Document templates: every
                                                            monday and wednesday
                                                            from 11:30AM to 12:00PM
                                                            PDT
                                                            
- Add a new doument template
                                                              
 
- Using tags for automatic merges with contact informations 
                                                              
 
 
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                                                            30 minutes 
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| 
                                                            #2
                                                           | 
                                                            Marketing campaign - Qualification
                                                            : every monday and
                                                            wednesday from 4:00PM
                                                            to 4:30PM PDT
                                                            
- Creating Channels and Tracks for qualification
                                                              
 
- Setting up Channels and Tracks for contacts and organization
                                                              
 
- Qualifying contacts
                                                              
 
 
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                                                              30 minutes
                                                             
                                                               
                                                             
                                                               
                                                             
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| 
                                                            #3
                                                           | 
                                                            Marketing campaign -
                                                            Email template:  every
                                                            monday and tuesday from
                                                            4:00PM to 4:30PM PDT
                                                            
- Creating email template for your marketing campaign
                                                              
 
- Setting up visits tracking on your web site
                                                              
 
 
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                                                              30 minutes
                                                             
                                                               
                                                             
                                                               
                                                             
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| 
                                                            #4
                                                           | 
                                                            Marketing campaign - Create
                                                            a campaign: every
                                                            monday and tuesday from
                                                            4:00PM to 4:45PM PDT
                                                            
- Extracting single contacts
                                                              
 
- Extracting multiple contacts
                                                              
 
- Refining the list of selected contacts
                                                              
 
- Run a marketing campaign
                                                              
 
 
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                                                              45 minutes
                                                             
                                                               
                                                             
                                                               
                                                             
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| 
                                                            #5
                                                           | 
                                                            Workflow managment: every
                                                            monday and tuesday from
                                                            5:00PM to 5:45PM PDT
                                                            
- 
Setting up major business processes (user support, due invoices
tracking, order processing...)
 
- 
Workflow of business processes
 
 
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                                                              45 minutes
                                                             
                                                               
                                                             
                                                               
                                                             
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                                                            #6
                                                           | 
                                                            Marketing action
                                                            tracking: every
                                                            monday and tuesday from
                                                            5:00PM to 5:45PM PDT
                                                            
- 
Setting up business folders (leads detection, pending marketing
proposal, business tracking...)
 
- 
Setting up business folders to salesman
 
- 
Tracking of marketing actions
 
- 
Provisions, orders, balance, income expected, ...
 
 
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                                                              45 minutes
                                                             
                                                               
                                                             
                                                               
                                                             
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