SuiteCRM

Goal > to manage (trace) marketing mails

Search > use search box in upper right corner of screen Filter > go to Mailing_List > Accounts

Mail

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

• To be registered via All > Meetings / Calls

Company rating

• 0 - not interesting OR no longer in existence
• 1 - existing customer
• 2 - moderately interesting
• 3 - very interesting, target companies