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Good Question of the Day!

Do you have a Good Question?  Post it!  The Good Question of the day comes from Jim and deals with Contact Processes.  Check out Jim's question and the response below.

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Combining Sales Processes and Contact Processes  

Ok, another sales process question.  Can you have a sales process start-up a contact process?

 

Re: Combining Sales Processes and Contact Processes

Can you have a sales process start-up a contact process?

Jim,

Yes, there are many different actions that you can take through a sales process. One of them is a contact process. You do not have to make this a required step within the sales process. That way, the user can decide if assigning the contact process is necessary or not.

Here is a list of the different actions that can be taken as part of the sales process:

1. Mail Merge
2. Basic Script
3. Form
4. Phone Call
5. To-Do
6. Meeting
7. Literature Request
8. Contact Process
9. Activity Notepad
10. Custom

While you are creating new actions within the Sales Process, you can press the f1 on your keyboard to access Help. This will allow you to look up specific definitions of each action.

I hope this helps!  Have a great afternoon.

Dale

Published Monday, March 26, 2007 1:54 PM by Brianna Tinjum

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About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.