After a campaign has been set up and the activities have been defined, you can assign large tasks (activities) which are made up of several to-do's to salespeople or teams. Only employees recorded as salespeople can be assigned activities.
All interactions or communications with a contact should be recorded so the campaign can be tracked and the statistics can be viewed.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Assign large tasks to a salesperson or purchaser. | |
Learn about tracking activities. | |
Record all the interactions and communications you have with your segments. |