Using Customer Pipeline

1. Go to Contacts

2. Click Advanced

3. Edit various things you want to do, to gather group individuals

4. Once done. Click Batch edit

5. Assign them to the specific employee you want them to assign to

6. Once you go to the Pipeline, you can check the gathered information in system

7. You can check the customer's information in the pipeline, you can edit the status and you can also "Add To-Do" (Ex: calling the customer)

8. PIPELINE STATUS:

Red - Past due

Gray - Good to go

Have the Telemarketers use the Customer Pipeline.

Once you have created users for the telemarketers, assign them the role "Telemarketers" and then:

You need to create a group for your contacts/clients like for example;

Group them by their Date of Birth. There are other options you can group them but in this example I will be grouping them with their date of birth.

How to:

1. go to /admin

2. Select Contacts

3. Click on Advanced

4. Look for "Birthday"

5. Select the Date Range

6. Click "Search"

Now that you have results for the people that have birthday of the selected dates, you can now proceed on creating a "Tag".

How to:

1. Click on "Batch Edit".

2. Assign it to one of your Telemarketers.

3.Put a Tag Like "Month Birthday"

4. By Default the Contacts is set to how many people you can see on the screen but if you click on it you have the option to select All in the List.

5. Click Save. Wait for the contacts to be added.

Go to

https://shopixsgtest.bravapos.net/my_pipeline and have the telemarketer login

1.Under Customer Pipeline, click on the (+) sign to add a New Pipeline

2.Put a Name of the Pipeline like "October" in this Example

3. Click Save.

4. Select the Pipeline Name you just Created for the Box

5. Under Contacts, click on (+) sign to add the Clients. Click on "By Tag" option and Select the Tag Name that you just created in this example it is October Birthday.

6. Since there's no client under the pipeline yet click "Add All"

7. Wait for the Clients to be added and Refresh the page.