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*Questionnaire resource template: <span style="color: #ff0000">CRM - Campaign </span> | *Questionnaire resource template: <span style="color: #ff0000">CRM - Campaign </span> | ||
*Parent resource: sales project | *Parent resource: sales project | ||
*CATI Outcome Set: <span style="color: #ff0000">CRM - CATI Outcome Set</span> | |||
*Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span> | *Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span> | ||
[[Image:Campaign diagram properties.png]] | [[Image:Campaign diagram properties.png]] | ||
*Add involved salespersons to the questionnaire's interviewer list and set its status to Active | |||
*Build sample based on contact person groups | |||
Revision as of 09:17, 22 October 2009
Rules of thumb
Customer (company)
- Company resource template: Customer
Contact persons
- User resource template: Contact Person
- Assign the company to Company Resource property
Sales project
Resource template: CRM - Project
Campaign questionnaire
- Questionnaire resource template: CRM - Campaign
- Parent resource: sales project
- CATI Outcome Set: CRM - CATI Outcome Set
- Properties: assign the status report to Report property, sales project to Project
- Add involved salespersons to the questionnaire's interviewer list and set its status to Active
- Build sample based on contact person groups