leads_setup_checklist
channelLEADS checklist - Have you…
- Setup ADMIN?
- set up Partner Territories (if you plan on using Territory 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 lead forms.
leads_setup_checklist.txt · Last modified: 2009/06/17 18:57 by anthony