You can create sales campaigns to be used with various objects in Microbizz.
To create a call, you need to navigate to CAMPAIGNS > CREATE:
You need to fill out the following:
Editing a campaign happens when searching for campaigns. Just click directly on the title of the campaign.
You can search for campaigns in SEARCH.
You can do the following:
Here, you can search for companies based on previous campaigns and their products. A company is said to have a product if the company has previous accepted a quotation which included this product.
You can fill out the following:
After making a search on the companies, you can choose as many companies as you want, and send them to a campaign of your choice, by clicking on "Send to campaign":
Any assigned call will be visible here:
You can choose to do the following:
To assign a call, after editing a campaign, press the Assign call button.
You must fill out the following:
If a campaign has any team attached to it, then it is possible to assign the campaign to specific users.
After marking the companies you want to assign users to, click on Assign to user:
You have to fill out the following:
Any rejected calls are listed here.
Any successful calls are listed here.
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