Conduct a Call Campaign

These steps explain how to conduct a marketing campaign in CBX by calling members.

1. Create trackers from a database file to initiate a call campaign for members.

   • Usually, create a Sales Tracker with memo type IN – Initiate or XS – Sales Lead.

2. Work open follow-ups to begin your call campaign, updating the sales trackers when calls or sales are made.

   • After step 7, select Phone Inquiry. Call the phone number listed on the screen to market your campaign.

   • Use the back arrow to go back and follow-up on the tracker with the results of the conversation.

   • Continue to step 8.

   • Repeat steps 6-14 for all sales leads.