Some tips

Rex

When sample is requested by e-mail:

1. Open the message
2. Create contact from sender (Action Menu)
3. Attach e-mail to the sender (Action Menu)
4. Close the message
5. Move e-mail to “All Messages” folder
6. Locate contact record (return to ACT window, Lookup menu, Contact, enter firstname)
   1. Wouldn't it be nice if you could be reading an e-mail and click "Go to this sender's record"??
      
7. Set user: ID/Status to Prospect
8. Set user-defined field #5 to “Sample Request”
9. Create Opportunity:
   1. Set product to Dozen pack
   2. Set quantity to 10 dozen
   3. Set close date to 1-month from today
   4. Set stage=Requested Sample
10. Create Follow-up for this opportunity
    1. Type = e-mail
    2. Date = next day or 2
    3. Regarding = Send Sample after Clarification.
11. Create e-mail from template: Sample Autoreply; subject = Sample question
    1. I do this to make sure they're committed enough to respond to a simple question.
12. Update Last Results in contact record: “Waiting for clarification”
13. Click ‘Save’ icon

 

 

When clarification is received

1. Attach e-mail to sender
2. Move e-mail to “All Messages” folder
3. Open contact’s record
4. Open opportunity
5. Change the opportunity name from “New Opportunity” to something like “Gala dinner" or "Daughter's wedding"
6. Set value of Opportunity user-defined field #2 to "Owned" or "Leased"
7. Estimated Close date: If event date is known, choose 1 month before. Otherwise, leave it.
8. Change stage to 4. Sent Sample
9. Click Activities tab
10. Clear the "Send Sample after Clarification" activity (click box at far left)
11. Click Follow Up button
    1. Activity type = e-mail
    2. Start Date = 7 days hence
    3. Regarding = “Has Sample Arrived?”
    4. Click OK to save the follow-up
12. Click OK to clear the “Send Sample after Clarification” activity.
13. On Contact record, set Last Results = “Sent Sample”
14. Click diskette icon to save this record
15. Address sample and mail it!