Difference between revisions of "SuiteCRM"
From NavykI
(→Company rating) |
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| − | '''Goal''' > to manage | + | '''Goal''' > to manage (trace) marketing mails |
| + | Search > use search box in upper right corner of screen | ||
| + | Filter > go to Mailing_List > Accounts | ||
== Mail == | == Mail == | ||
| + | |||
| + | Send mail from SuiteCRM so they can be traced easily. | ||
All > Emails > Compose | All > Emails > Compose | ||
| Line 8: | Line 12: | ||
* Note: mails will not appear in your Zimbra 'sent'folder | * Note: mails will not appear in your Zimbra 'sent'folder | ||
* Mails sent by SuiteCRM will appear at the bottom of each account in 'History'. | * Mails sent by SuiteCRM will appear at the bottom of each account in 'History'. | ||
| + | |||
| + | == Calls and Meetings == | ||
| + | * To be registered via All > Meetings / Calls | ||
== Company rating == | == Company rating == | ||
| Line 13: | Line 20: | ||
*0 - not interesting OR no longer in existence | *0 - not interesting OR no longer in existence | ||
*1 - existing customer | *1 - existing customer | ||
| − | *2 - | + | *2 - moderately interesting |
| − | *3 - | + | *3 - very interesting, target companies |
Latest revision as of 09:13, 26 September 2019
Goal > to manage (trace) marketing mails
Search > use search box in upper right corner of screen Filter > go to Mailing_List > Accounts
Mail[edit]
Send mail from SuiteCRM so they can be traced easily.
All > Emails > Compose
- Add yourself as Bcc > this way the mails can be stored in Zimbra/Marketing too, for easy access
- Note: mails will not appear in your Zimbra 'sent'folder
- Mails sent by SuiteCRM will appear at the bottom of each account in 'History'.
Calls and Meetings[edit]
- To be registered via All > Meetings / Calls
Company rating[edit]
- 0 - not interesting OR no longer in existence
- 1 - existing customer
- 2 - moderately interesting
- 3 - very interesting, target companies
