Vendors list
Last updated
Last updated
1. This page will serve as the daily call list / email list for your Outbound Salesperson. When you click the phone number, if you are using Skype on your desktop or Google Voice, it should dial the number directly. If you are using another phone application, you can copy and paste the phone number into it.
2. If you click the email address, it will pop open your email client and you can send an email to the vendor. If you want to use gmail as the default email, this link shows you how to set it up -
3. For the Status, Won will flag green and Lost will flag red, the rest of the statuses will not change colors.
4. There is a category column. If you are working on tradehow lists and you want to categorize them into categories, you can then have the Outbound Salesperson contact certain categories on certain days of the week. It comes with 5 default categories. If one of the categories you search in is not listed, you can add it in the Admin section under Categories.
5. The Last Updated column will show when the last note was added on the account. If you want to have the Outbound Salesperson contact accounts that have not been talked to in say the last month, there is a Last Updated Filter with Before or After dates you can use.
6. If there is a vendor you want to hide, there is an Archive button on the far right under the Actions column:
