You can create sales campaigns to be used with various objects in Microbizz.
Create a campaign
To create a call, you need to navigate to CAMPAIGNS > CREATE:
You need to fill out the following:
- Title: A title for the campaign
- Description: A description for the campaign
- Is active: If marked, the campaign is active and can be used
- Teams: Mark off the teams the campaign should be available for
- Expires: A date for when the campaign expires
- Call pulling?: If marked, the seller can allocate calls from the campaign instead of the team leader allocating them
- Max. call: A maximum number of calls that can be made before the campaign automatically ends in a failure
- Master form: Choose a form as a "master" to be used throughout the whole campaign
- When success: Choose a form to be used when the campaign is successful
- When fail: Choose a form to be used when the campaign has failed
Edit a campaign
Editing a campaign happens when searching for campaigns. Just click directly on the title of the campaign.
Search for a campaign
You can search for campaigns in SEARCH.
You can do the following:
- Campaign: If you want to search for a specific campaign, write some text that could match the campaign(s) you're looking for
- Only active: If marked, only active campaigns are found
Companies
Here, you can search for companies based on previous campaigns and their products.
You can fill out the following:
- Company:
- Type: Choose any company type you might have declared
- Include prospects: If marked, prospects are also included in the search
- Products:
- Has...: Choose a product the company has
- Has not...: Choose a product the company hasn't
- Campaign:
- Participated in...: Choose a campaign the company previously participated in
- With status: Choose a campaign status the campaign the company participated in was
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":
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