Documentation:UserManual/The Modules/Marketing/CRMCampaign
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Contents |
[edit] Operations - Marketing - Campaigns
- Module: /
- Menu: Operations / Marketing / Campaigns
[edit] The marketing campaign
The marketing campaign contains the prospect form which is divided into two parts: general information and the history of the marketing campaign.
The prospect form is divided in stages: phone calls, e-mails, mass mailing... These stages enables cancelling or continuing the campaign according to various estimations: very interested, interested, urged, will not be recalled. This customer card also enables recording several contacts and addresses for the same customer.
[edit] The screen
[edit] The Fields
| Step Information: | Information about stages of the marketing campaign. |
| Step: | Nature of the step: first contact, sending to prospective customers, ... |
| Priority: | The set of priorities. |
| Recall Later: | Date for the telephone recall via an annual calendar. |
| Prospects notes: | Comments on the customer and/or partners. |
| Comments: | Comments on the stage of the marketing campaign, the prospect opinions, interests... |
| State: | The current state of the prospective customer: standby, normal, stopped |
| Continue campaign: | Activate and record the data in classes with the respective categories |
| Documentation: UserManual | ||
| ← Marketing | Marketing campaigns | Accounting → |