JOIN A TRAINING CLASS! CHECK OUT NEW FEATURES!

Aljex Software - Classic Blog: Carrier Telemarketing

Tuesday, August 16, 2011

Carrier Telemarketing



Keep track of call backs with your carriers

Use the new telemarketing feature in the carrier file!

FROM DISPATCH: look up carriers, choose telemarketing, then enter
next call date. (note, if you haven't anyone with a call date of today or
greater, this won't work, just add a next call date to any carrier, then try
again.

When viewing the carrier, you can update the last call and next
call and use "N" for notes to add sales notes.

0 comments: