Marketing

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Marketing

Location

Customers > Marketing

minus-24Interests tab - Add a marketing interest/advertising code to a customer account
minus-24Campaigns tab
minus-24Follow-up tab

Security Permissions Required

Category

Function

Customer

Update Customer

Customer

Interest – Update

Related Reports

Inquiry to Order Lag Time (Administration>Reports>Marketing>Campaigning>Inquiry to Order Lag Time) -

Lead Analysis (Administration>Reports>Marketing>Leads>Lead Analysis) - Analyze the status of all the Leads in your database.  These are the people who have not purchased.  This report is different from the Customer Inquiries report in that the Customer Inquiries report has everyone who has purchased and who has not purchased.

Lead Closing Ratio (Administration>Reports>Marketing>Leads>Lead Closing Ratio) - View the number of leads compared to the number of sales and the lead closing ratio per product line and employee.