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8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS

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Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    As you enter Leads or Customers in SecurityTrax, you'll be required to select from where the Lead or Customer originated, and optionally, the Campaign used.

    'Outside' Partner Companies are a source of the Lead or Customer that resides 'outside' of your company, while 'Inside' Partner Companies would refer to your own company.

    Campaigns are a sub-group to further help identify how the Lead or Customer was generated.

    For example, you might buy leads from a company named 'ABC Leads, Inc.' and they generate leads via cold calls, door knocking, or through the web. You'd create an 'outside' Partner Company named 'ABC Leads, Inc.' with Campaigns named 'Cold Call', 'Door Knock', and 'Web Lead'.

    Additionally, not only can you set up SecurityTrax to distinguish between Partner Companies who provide you Leads and other Partner Companies who provide you with Customers, you can also create Partner Companies to which you sell Leads and/or Customers.

    On the following steps, we'll discuss the various types of Lead Sources / Partner Companies and how to set them up in SecurityTrax for your company.