Best Practice: Creating & tracking a call list

[petercrowe]

I'm trying to create a and track call list for my sales team. Here are some details on what I’m hoping to achieve:

The targets will be called – not email
The Accounts we need to call are already in Sugar at Accounts. Often there is no contact name known yet.
I want to create a list and assign these accounts amongst the team
I want to be able to view a pipeline of the accounts in questions (value / expected close / sales person)

It sounds simple but I can’t get my head around the combinations of campaigns and opportunities.

Any help is greatly appreciated.
Thanks
peter

[andopes]

Hi Peter

Find bellow some comments.

The targets will be called – not email

Not a big deal.

The Accounts we need to call are already in Sugar at Accounts. Often there is no contact name known yet.

Interesting.

I want to create a list and assign these accounts amongst the team

That one needs customization. By default Accounts are not assigned to Target Lists.

I want to be able to view a pipeline of the accounts in questions (value / expected close / sales person)

Not so clear. Can you clarify?

Cheers

[barrybert]

Good Reply andopes thanks alot..

[whiteball]

@petercrowe
He would like make a customer list according to the expected sales, values. He might be want a master list, which easily be filtered as per requirement