Ready Contacts© V: 2  

Get Ready
Using the Queue

Ready News  

If you are having trouble reading this go to http://www.accessreadysolutions.com/ReadyContacts_V2.htm

Get Ready                                                                                                                           March 2008

 Ready Contacts© - Marketing Campaigns that Win Clients  

Single-User, Multi-User and Replicated versions are available. If you have (or need) clients, Ready Contacts© will help you be recognized.

·         Simple Pricing – No hidden costs. You pay one price and that’s it! (From $179) [Price is good for anyone responding to this email only]

·         Simple to Use – All the features you want in an easy to use format.

·         Simple to Share – Sharing information is effortless with our Replicated version.

·         Simple Tracking – Log your calls, emails campaigns.

Below are some More TIPS for putting Ready Contacts© to work for you.

Want an on-line DEMO? We want to help you stay in front of your clients. Remember, everyone needs a little nudge.

Get Ready,

Joseph Growney

Access Ready Solutions

757.546.5048

Joseph.Growney@AccessReadySolutions.com

Using the Queue

1.    Filters – The list of actions can be filtered by several criteria points. Any combination of these criteria can be selected. Choosing nothing in any of the filter fields will result in displaying all records for those criteria.

a.              Choose date <=: Display actions for dates equal to or older than the date selected.

b.              Campaign: Display actions assigned to a specific campaign. This is handy for doing Newsletters, Coupons or Product Announcements.

c.              Category: This helps target a specific industry, depending on how you use the field.

d.              Contact Method: This is another way to narrow the list down. Users may do email responses in the morning and calls in the afternoon. Using the Contact Method allows them to filter and focus.

e.              Assigned to: By default users will only see actions that are assigned to them. This field can change the view to display another user or view all users by clearing the field.

2.    Select – Click each box that you want to include in your process. The contacts selected will be included in any emails sent, Outlook appointments or tasks scheduled or changes to Follow-Up dates.

3.    Edit – Clicking on this box will bring users to the Action tab. The action can be edited from there. This also makes that Company and Contact current on the “Company/Contact” tab.

4.    Reload List – Reload the Queue at any time. Ready Contacts uses temporary tables to allow for the multi-user environment. Clicking the Reload button simply reloads the list. This feature is helpful when making changes to some of the records. If a user moves the Follow-Up date on some contacts into the future, reloading the list will account for that and make the changes current.

5.    Select All/None – Click these buttons to mark all displayed records “Selected” or “Unselected”. This can be helpful when using the filters. As an example if you want to send out a Newsletter that is scheduled for 4/14/2008, choose “Newsletter” for the Campaign, 4/14/2008 for the “Choose Date” and then “Select All”. You are now ready to send your Newsletter out to the contacts on the list.

6.    Remove Follow-Up – Click this button to remove the “Follow-Up” flag. After the list is reloaded the selected actions will not show.

7.    New Follow-Up – You can change the “Follow-Up” date for whatever group of contacts you select. This feature is nice when running campaigns that require multiple blasts. After sending your March Newsletter you can simply change the date for all contacts to your planned April release date.