#1
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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
|
30 minutes
|
#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
|
30 minutes
|
#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
|
30 minutes
|
#4
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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
|
45 minutes
|
#5
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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
|
45 minutes
|
#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, ...
|
45 minutes
|