REPS DIARY

Each Sales Rep is presented with a diary showing all their outstanding actions. Open actions are carried forward until they have been completed. Actions may be temporalily or permanently re-allocated between reps.

CANVASSING LETTERS

Letters are defined using MS Word™ templates. Mailshots are produced automatically from contact lists for mailing, faxing or emailing, and may be recorded in the Mailshot History file.

Ad hoc letters and faxes may also be produced. Follow-up actions are automatically entered into the reps' diaries. Mailshot results may also be recorded for the analysis of marketing campaign effectiveness.