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Graphical Workflow for Marketing
In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
20 Aug 2014
Campaign Activities, External Mail Merge and Telesales
In this article I am going to discuss how you can add an External Mail Merge and External Telesales calls as a campaign activity. The best place to start is at the beginning so I shall put the usage of the External marketing activities in the context of the set up of a simple Campaign. Once...
21 Aug 2014
Campaign Activities: Internal Mail Merge and Telesales
In this article I want to consider how to you can add Internal Mail Merge and Telesales as an activity within a campaign. I have made the assumption that you are working with graphical Campaign and Marketing workflows. If you are not familiar with the set up of graphical workflow for the marketing...
22 Aug 2014
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