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<< Click to Display Table of Contents >> Contact Manager Setup |
  
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<< Click to Display Table of Contents >> Contact Manager Setup |
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Contact Manager Setup
Before using the Contact Manager, you need to set up a series of user-defined codes and defaults as follows.
Lead Source Codes
If you wish to track where your new account leads are coming from, you must set up lead source codes through SM-I-A Enter Lead Source Codes.
Territory Codes
If you wish to assign accounts to user-defined territories, you must set up territory codes through SM-I-B Enter Territory Codes.
Account Follow-up Codes
Account follow-ups are given classification codes for tracking and sorting purposes. At least one account follow-up code must be set up to use the follow-up system. These codes are set up through SM-I-D Enter Reminder Types.
Class Codes
Accounts can be give user-defined classification codes for sorting and selection purposes with mail lists and reports. These are created through SM-I-G Enter Class Codes.
Key Date Codes
Key date codes can be set up to identify important dates, such as when the account was first created, or when the first sales meeting occurred, etc. These codes are used for statistical reporting and are set up through SM-I-H Enter Key Date Codes.