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
Slide notes:
Slide 4
Slide notes:
Slide 5
Slide notes:
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.
Slide 7
Slide notes:
Slide 8
Slide notes:
Slide 9
Slide notes: We can also generate
Contact entries from our CRM base.
Slide 10
Slide notes:
Slide 11
Slide notes:
Slide 12
Slide notes:
Slide 13
Slide notes: And we can also
generate Contact entries from our Accounts Receivable (Debtors) register.
Slide 14
Slide notes:
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.