Quick Steps

Quick Steps...

The quick steps below not only demonstrate the ease in which SaleSource users can
create and maintain a marketing campaign; but are also great training and refresher
aides for users and potential users.

Prospect - Quick Steps

	Adding Prospects Individually		Entering Personal Profile Information
	Viewing/Modifying Prospects		Entering Household Member Information
	Entering Additional Information		Determining a Prospect's Campaign Strategy
	Display Additional Information		Changing a Prospect's Campaign Strategy
	Entering Contacts - First Contact for Prospect		Printing Detailed Prospect Information - Group
	Entering Contacts - Multiple Contacts for Prospect		Printing Detailed Prospect Information - Individual
	Entering Ex-Dates		Printing Prospect Reports - Campaign Status
	Entering Business ProfileInformation		Printing Prospect Reports - Lost Prospects

Campaign - Quick Steps

	Creating a New Campaign		Changing Producer Assignments in a Launched Campaign
	Selecting Prospects for a New Campaign		Changing Producer Options in a Launched Campaign
	Assigning Producers to a New Campaign		Removing Prospects from a Launched Campaign
	Launching a Campaign		Replacing Managers of a Launched Campaign
	Adding a Prospect to a New Campaign		Viewing Next Scheduled Event

The Daily Process - Quick Steps

	Running the Daily Process		Printing Action Worksheets Outside of the Daily Process
	Printing Letters Outside of the Daily Process

Actions and Results - Quick Steps

	Entering Results for an Action Item		"Unselling" a Policy
	Scheduling an Appointment		Stopping Contact with a Prospect
	Rescheduling an Appointment		Viewing Actions for All Associates
	Rescheduling a Call		Viewing Your Own Actions
	Selling a Policy

Letter Quick - Quick Steps

	Viewing/Modifying Letter Templates		Creating a New Letter Template
	Working with SaleSource Letter Templates

Report - Quick Steps

	Navigating in the Report Window		Prospect Detail Report
	Campaign Reports		Prospect Status by Campaign Report
	Ex-Dates Reports		Lost Prospect Report
	Exception Reports		Prospect Status by Producer Report
	Producer Reports

Associate/Producer - Quick Steps

	Adding New Associates		Viewing or Modifying Associate Information
	Creating/Changing Passwords for Associates

Agency/Branch- Quick Steps

	Starting SaleSource with a New Database		Viewing/Modifying Branch or Agency

Event - Quick Steps

	Creating a New Call Event		Changing an Event in a Strategy
	Creating a New Letter Event		Deleting an Event from a Strategy
	Adding Call Event to a Strategy		Inserting an Event into a Strategy
	Adding Letter Event to a Strategy

Other Topics - Quick Steps

	Selecting a Database		Setting up a New Strategy

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