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leads_setup_checklist

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channelLEADS checklist - Have you…

  • Setup ADMIN?
    • set up Partner Territories (if you plan on using Territory auto-routing) [FIXME add link to the routing overview]
    • updated partner zipcodes(important for proximity auto-routing)
    • given your partners the appropriate tags (important for interest/proximity auto-routing)
    • setup campaigns (basis of campaign auto-routing)
  • Configured the Tool Options? This allows you to:
    • pick the default routing method, if desired
    • enable/view/edit system emails
  • Loaded/hooked up your leads? This could be done by:
    • bulk import on the Lead list screen
    • manual entry
    • hookup to your lead forms. [FIXME add link to the How To]
leads_setup_checklist.1245263430.txt.gz · Last modified: 2009/06/17 18:30 by anthony