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services:lead_management:day_1-10_lead_management_actions [2018/07/31 04:29]
raquelmartin ↷ Links adapted because of a move operation
services:lead_management:day_1-10_lead_management_actions [2018/08/17 17:45]
raquelmartin
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 ==== Steps to Complete with your Lead Management Assistant ==== ==== Steps to Complete with your Lead Management Assistant ====
  
-Your Lead Management assistant will send you a welcome email, a [[client_services:​logins|Logins]] report, your first [[services:​lead_management:​monthly_database_analysis|Monthly Database ​Analysis]] report and cleanup files that you must code using our [[Core Database Coding]] system so that we can get your database and leads in order.+Your Lead Management assistant will send you a welcome email, a [[client_services:​logins|Logins]] report, your first [[services:​lead_management:​monthly_database_analysis|Monthly Database ​Summary]] report and cleanup files that you must code using our [[Core Database Coding]] system so that we can get your database and leads in order.
  
 === Logins Report === === Logins Report ===
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 The Logins Report is a list of all service logins used in your business to manage your leads. Your Lead Management Assistant will verify that all logins are accessible and sent you a report showing all logins we have on file. The Logins Report is a list of all service logins used in your business to manage your leads. Your Lead Management Assistant will verify that all logins are accessible and sent you a report showing all logins we have on file.
  
-=== Monthly Database ​Analysis ​===+=== Monthly Database ​Summary ​===
  
-The Monthly Database ​Analysis ​report is a snapshot of all of the leads in your Core Database, the current value of your database and actions required to ensure that your database is kept clean and that all leads are coded and up-to-date. ​+The Monthly Database ​Summary ​report is a snapshot of all of the leads in your Core Database, the current value of your database and actions required to ensure that your database is kept clean and that all leads are coded and up-to-date. ​
  
 The report is used by Key Assistants, Lead Management, Calling and Marketing to effectively manage your leads. The report is used by Key Assistants, Lead Management, Calling and Marketing to effectively manage your leads.
  • services/lead_management/day_1-10_lead_management_actions.txt
  • Last modified: 2018/08/17 18:38
  • by 100.43.90.100