There are other discussions in the Documentation section of Support that go over how to send out bulk e-mails and to create a customer list by manufacturer. In this discussion, I want to talk about how to create a list of your active customers, those with current sales, and a list of your customers over a certain dollar amount for marketing purposes.
Here are a couple of scenarios with instructions on how to set up the lists.
Scenario I. You want to notify your current, active customers about a management or sales rep change at your company and how it will affect them.
Questions:
A. How do I put together a list of current, active customers?
B. How do I send a bulk e-mail to them?
Scenario II. You want to notify your current, active Heavenmade [a manufacturer you represent] customers, with sales over $25,000/year, that you have hired a new sales rep to make health care end user calls for them.
Questions:
A. How do I put together a list of Heavenmade customers with sales over $25,000/year?
B. How do I assign John McNamara to them?
C. How do I send a bulk e-mail them?
Here are a couple of scenarios with instructions on how to set up the lists.
Scenario I. You want to notify your current, active customers about a management or sales rep change at your company and how it will affect them.
Questions:
A. How do I put together a list of current, active customers?
B. How do I send a bulk e-mail to them?
Scenario II. You want to notify your current, active Heavenmade [a manufacturer you represent] customers, with sales over $25,000/year, that you have hired a new sales rep to make health care end user calls for them.
Questions:
A. How do I put together a list of Heavenmade customers with sales over $25,000/year?
B. How do I assign John McNamara to them?
C. How do I send a bulk e-mail them?
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