Slide 1

Slide notes: The Contact Master is the register on which Call Lists are based, i.e. the Contacts that can be called. There are easy ways to generate entries on the Call Master, and we are going to look at what they are.

 

 

 

Slide 2

Slide notes: There is also a help document that explains the options.

 

 

 

Slide 3

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Slide 4

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Slide 5

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Slide 6

Slide notes: Call entries can be generated from the Merchandise Master, and all of those are Customers and Outlets where we sell our merchandise. They can be Consumer Customers or Retail outlets that re-sell our merchandise.

 

 

 

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Slide 8

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Slide 9

Slide notes: We can also generate Contact entries from our CRM base.

 

 

 

Slide 10

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Slide 11

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Slide 12

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Slide 13

Slide notes: And we can also generate Contact entries from our Accounts Receivable (Debtors) register.

 

 

 

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Slide 15

Slide notes: As we will see when we explain the Call Lists, it is also possible to generate entries when we build our Call Lists. So it is quite easy to generate our Contact Master, and there is no capturing work involved.

 

 

 

Slide 16

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