Campaign Setup

Rewind

 

  • Give your first campaign a name.
  • Pick the manager from the users just entered.
  • Pick one of the included marketing templates.  You can edit it or use it as is.
  • Select the Sales Reps from the users you added, set their feed rate
  • Drag and Drop you prospects into the prospect list or add them with a few mouse clicks
  • Type in a date for your campaign to start and the system will be feeding prospects to Sales Reps to be worked and printing letters automatically.
  • Using our built in Marketing Templates we will have you up and running in 3 hours!