Use of Follow-up Activities in Direct Mailings
Purpose
Follow-up activities are
sales activity documents that you use to monitor the success of a direct mailing campaign.
A week after starting a direct mailing campaign to inform customers of new products, you can call the customers to gauge their reaction to the new products. You use follow-up activities to manage the telephone call campaign.
Prerequisites
You must create a direct mailing with follow-up activities.
For more information, see
Editing a Direct Mailing.Process Flow
You create a direct mailing campaign with a follow-up activity and follow-up date.
Once you release and print the direct mailing, the system automatically creates the appropriate follow-up activities.
The follow-up activities appear in the personal worklist for the relevant employee, where they can then be processed.