类别 全部 - schedule - sources - leads - communication

作者:Edward DuCoin 9 年以前

252

Code Green Lead Generation

The document outlines various tasks and reporting requirements related to lead generation and management. It includes specifics on cost per lead reporting, the integration of new leads into the Zoho CRM system, and the need for daily email summaries.

Code Green Lead Generation

Add Leads Into Zoho

Email Daily Summary

Reports: Friday - Schedule

Reports: Monday - Cost Per Lead Report Internal Conversion Report Code Green Summary Report & Invoice

Planning Conference Call & Notes / Action Items

Transfer Report

Report to DNC

Cost Per Lead Reporting

Code Green Lead Generation

Liz

Partner Color

Michele

Anya

Lisa

Stefan

Ed

Prospect Communication

Fairs Table-Top

Liz and Lisa Process and Reporting

Web / Print Lead Sources

Direct Mail
FaceBook

External Lead Sources

Schedules
List / Costs / Contact
Ed and Liz

Call Transfer

Other
Communicate with Code Green Solar
Lead - Appt
Lead - Call
Call Back
Call Report by Rep and Summary
Not Interested
DNC