Sales Prospecting
Perform the following steps.
1. Create a template.
Go to Sales Prospecting, Email, Manage Email Templates.
2. Go to Sales Prospecting, Lists, Create List to get the list of prospects to email.
Save the list.
3. Make sure your email settings are set.
Go to Sales Prospecting, Other, Options. Make sure your email address and authentication is entered correctly.
4. Send the emails.
Go to Sales Prospecting, Lists, Send Email To List.
Select the list and the template.
Click start to send your emails.
Use a prospect task for the sales rep.
Enter the prospect task with the date of the cold call. Use a contact type code to show that this was a cold call.
Check the box to close this call.
Go to Sales Prospecting, Reports, Sales Rep Statistics to print the statistics report.