Search results by user ID 5504

Re: Logo sizes

Marlin Imaging — Tue, 14 Feb 2012 03:37:10 GMT

Thank you this is helpful.

Re: Customer Landing Page

Marlin Imaging — Tue, 14 Feb 2012 03:32:54 GMT

Ronen,

Yes, I am looking for the customers to log in and land on their home page tab instead of the "recent transactions"

Thank you

Lee

Lead List management best practice

Marlin Imaging — Mon, 13 Feb 2012 15:42:46 GMT

Leads Management :

I currently have all leads assigned to myself as a catch all, I want to be able to assign task and assign leads in batches to reps, how can Ibest do this.

I have many leads lists that I do not quickbooks to immediately recognize as customers until they place orders, these lists are planned to be distributed to sales people to call and determine if we can sell the account, once we get a quote in the system this is the time I would like QB to recognize the prospect. How do I do this?

Pro Edition Reports

Marlin Imaging — Mon, 13 Feb 2012 15:40:08 GMT

Before I upgrade to the Pro addition I want to know which reports are already ready to run or do all reports need to be created/customized?

Logo sizes

Marlin Imaging — Mon, 13 Feb 2012 15:38:45 GMT

The logo appears blurry on the internal pages, what is the largest and clearest sizing allotted to logos.

i also need to know if the logo on on the customer landing page can be enlarged and centered above the client email sign location.

Customer Landing Page

Marlin Imaging — Mon, 13 Feb 2012 15:37:17 GMT

On the customer web links to their accounts it currently lands on recent transaction page, I want them to land on the clients home page. can this be changed?

Deleting a lead or customer

Marlin Imaging — Mon, 13 Feb 2012 15:34:47 GMT

When a user deletes a customer in Method what happens in QB to that customer? is there a report that i can get that would show me all deleted, when i could inactivate or delete in QB if not automatic?

These customers that my telemarketers are deleting is due to the fact the contact/business does not exsist.

Assigning unassigned accounts to telemarketing reps

Marlin Imaging — Tue, 31 Jan 2012 03:00:53 GMT

I have 3 telemarketers that use the system on a daily basis. I have recently entered 4,000 leads into the system and would like to find the best way to daily assign to each telemarketer 75 new leads to call daily.

What is the best way to achieve this goal?