The Sales>Maker window is the starting place for creating sales campaign follow-ups, as well as a client-specific list of all follow-ups scheduled for a client.

The Sales>Maker window keeps track of what follow-ups have gone out, and which are still to go. That way, you’ll always know what phase your sales generation campaigns are in, who is being targeted, and what materials they are getting.



Sales letters, e-mails, and call scripts are set up by clicking any of the three links. Once created, the materials can be organized into campaigns by clicking on the campaign link. To schedule a campaign for an individual, click the Schedule Campaign tool bar button.

Every sales action for a client are listed by date, but the sort can be changed by clicking on any column heading.