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Thread: Sales Campaigner

  1. #1
    Member SDPPM's Avatar
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    Howard Boehm
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    Sep 2008
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    San Diego CA
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    Default Sales Campaigner

    Has anyone attempted to create a sales campaigner where you set out a list of items to be accomplished on certain dates after a lead is entered. this may be to generate a email 3 days after your first contact and on the 6th day do a mail merge for a letter etc. I am new to this program and was hoping you could point me in the right direction. Thanks :)

  2. #2
    "Certified" Alphaholic Keith Hubert's Avatar
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    Keith Hubert
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    Default Re: Sales Campaigner

    Hi Howard,

    Welcome to Alpha.

    There is an application that come with Alpha called Contact Manager.
    You will find it in Program Files/A5V9/Templates/Databases. There are other samples there too.

    The Contact Manager will get you started, it is basic, but it will get you thinking, how can I make it do this or I want a different report.

    We are all here to help.
    Regards
    Keith Hubert
    Alpha Guild Member
    London.
    KHDB Management Systems
    Skype = keith.hubert


    For your day-to-day Needs, you Need an Alpha Database!

  3. #3
    "Certified" Alphaholic DaveM's Avatar
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    Dave Mason
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    Default Re: Sales Campaigner

    Welcome to Alpha

    Yes it can be done. Expanding on the app Kieth told you about will be a very good start.
    Dave Mason
    dave@aldaweb.com

    Skype is dave.mason46

  4. #4
    Member SDPPM's Avatar
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    Howard Boehm
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    Default Re: Sales Campaigner

    I will start there thanks for the tip.

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