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Showing posts with label Area of Interest. Show all posts
Showing posts with label Area of Interest. Show all posts

2018/04/08

How do I delete a point of interest?

To delete a point of interest:

- go to the Query module (menu up -> Query)
- in the list of centers of interest, click on the center of interest to delete
- click on the button "Modify the Focus form" - click on the button "Modify the Focus form"
- click on the button "Modify the Focus form".
- click on the "Archive" button

2018/04/07

How to qualify contacts at the end of a sales process?

The best is to create 2 areas of interest:
- Prospect
- Customer


When importing contacts, assign them the "Prospect" focus.
- When launching your marketing campaign, add the "Prospect" focus to your search.

At the end of the sales process, if the result is "Sell - 6 - Win", open the contact's record, remove the "Prospect" focus from the contact's record, and add the "Customer" focus to the contact.

If the result is "Sell - 7 - Lost", open the contact form and remove the "Prospect" focus from the contact form, without affecting the "Customer" focus.

In this way, for the following campaigns you can choose:
- only prospects (to whom you have not yet sold anything)
- only customers (to whom you have already sold)
- customers and prospects (whether you have already sold them or not)