leads_setup_checklist
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leads_setup_checklist [2009/06/17 18:57] anthony |
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| - | **channelLEADS checklist** - Have you... | ||
| - | * Setup [[admin_setup_checklist | ADMIN]]? | ||
| - | * set up Partner Territories (if you plan on using Territory [[channelleads_routing | auto-routing]]) | ||
| - | * 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 [[leads_integration | lead forms]]. | ||
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leads_setup_checklist.1245265031.txt.gz ยท Last modified: 2009/06/17 18:57 by anthony