R
Ron B.
We have a sales team who each maintains a sizeable contact list. We'd like
to set up a bulk mailer account which can access their contacts list in one
central fashion, and send out mailers as well as help them clean up their
contacts.
Right now we have them all share their contacts with this central account,
and we can do a good deal with this, but what we'd really like is to have all
these accounts in one list on the central account. And in such a way so if a
sales agent updates his contact list, it's reflected on the central list, and
vice-versa.
So my question is, what's the best way to do this? I don't know much about
MS CRM but it seems like overkill for a relatively minor job ... our sales
team is only half a dozen people. We could feasibly do this via public
folders but the trick there is how they can put set up this folder as a
subfolder in their own contacts folders.
to set up a bulk mailer account which can access their contacts list in one
central fashion, and send out mailers as well as help them clean up their
contacts.
Right now we have them all share their contacts with this central account,
and we can do a good deal with this, but what we'd really like is to have all
these accounts in one list on the central account. And in such a way so if a
sales agent updates his contact list, it's reflected on the central list, and
vice-versa.
So my question is, what's the best way to do this? I don't know much about
MS CRM but it seems like overkill for a relatively minor job ... our sales
team is only half a dozen people. We could feasibly do this via public
folders but the trick there is how they can put set up this folder as a
subfolder in their own contacts folders.