Adding referrals or linking leads in MarketService 2000
First of all both names must be recorded in MarketService to be linked together as a referral or connected lead. You will need to know the record number of the prospect you want to connect with. The Prospect Record Number is automatically assigned to the Contact Record when entered into the system. One way to connect these two leads is to open the Contact Record you want to link to. Click on [Ref] of the Contact Record (which is abbreviated for referral). A screen will open up called Prospect Referrals. Enter the record number of the Contact Record in the field (Prospect Referrals) you want to connect together and the name will appear under Prospect Referrals. You can click on the referred name and will take you to their record.
Another way to link two records together is the open the Contact Record of the person that was referred. Click on [Ref] and the Prospect Referrals screen opens. Enter the Contact Record of the Contact that gave the referral in the (Referred By) field and it will connect both records. You can click on the referred by name and it will take you to their record.
Friday, February 29, 2008
Wednesday, February 27, 2008
Deleting a record
Can I Eliminate the possibility of anyone deleting a record?
Mary from Forest Hills Cemetery and Funeral Home
The only way you can delete a record is with an admin login. Wesner Associates assigns you one admin login when you sign up regardless of the number of system operator or counselor logins you need. You do not need an admin login to operate the MarketService 2000. It is only used for viewing and programming or program changes purposes. Only someone who is in charge of the program should have access to an admin login.
The marketservice 2000 team
Mary from Forest Hills Cemetery and Funeral Home
The only way you can delete a record is with an admin login. Wesner Associates assigns you one admin login when you sign up regardless of the number of system operator or counselor logins you need. You do not need an admin login to operate the MarketService 2000. It is only used for viewing and programming or program changes purposes. Only someone who is in charge of the program should have access to an admin login.
The marketservice 2000 team
Thursday, February 21, 2008
How do you enter a Prospect
Frequently Asked Questions
Recording an At Need Contact and Sale
Since MarketService 2000 is a contact manager and follow-up system, there is some confusion as to the proper way to enter this type of record.
Enter the deceased into the system. Record the sale in the name of the deceased so the services will be identified as his/hers. Identify the Lead Origin of the Contact Record as At Need and the Contact Type as Deceased. Leave the Event Field blank so that nothing prints and the record remains as a file with no marketing path assigned. Select Do Not Contact in the Contact Restrictions Field so that the record can be compared with the Do Not Call Registry and scrubbed against future mailings. There is nothing worse than mailing or attempting to call someone for whom you have provided a service.
The next record created would be for the person who is there helping with the arrangements. This may be the next of kin, other family member, guardian, or friend. Record their name into the system and identify them as a Prospect (providing they do not own), and Lead Origin as At Need Referral. Cross reference their name on the Referral Module in the Referred By Field. That will link the records together. Place the Contact Record on a respective marketing path such as Sympathy Letter or Memorial Letter.
Recording a Walk-In Pre-Need Contact and Sale
Enter the Prospect into the system. Identify the Lead Origin of the Contact Record as Walk-In Pre-Need. Indicate Contact Type as Fully Arranged Client if they have everything you provide, otherwise they are classified as Partially Arranged Client. Record the sale in the name of the Prospect so the services will be identified as his/hers. Place Thank You for Purchasing Pre-Need Services #51 in the Event Field.
If the Prospect is purchasing for someone else, enter the Purchaser as a Prospect to be on a Marketing path with a Thank You for Purchasing Letter. The person that he/she is purchasing for should be entered in a separate record. The sale should be indicated in this record and classified as a Fully Arranged Client or Partially Arranged. Use the Referral Module to tie the two records together.
If you obtain any names/referrals from the Purchaser, enter them into the system with Contact Type as Prospect and Lead Origin as Pre-Need Referral. Cross reference their name in the Referral Module in the Referred By Field. That will link the records together. Place the Prospect Contact Record on a respective marketing path.
Recording an At Need Contact and Sale
Since MarketService 2000 is a contact manager and follow-up system, there is some confusion as to the proper way to enter this type of record.
Enter the deceased into the system. Record the sale in the name of the deceased so the services will be identified as his/hers. Identify the Lead Origin of the Contact Record as At Need and the Contact Type as Deceased. Leave the Event Field blank so that nothing prints and the record remains as a file with no marketing path assigned. Select Do Not Contact in the Contact Restrictions Field so that the record can be compared with the Do Not Call Registry and scrubbed against future mailings. There is nothing worse than mailing or attempting to call someone for whom you have provided a service.
The next record created would be for the person who is there helping with the arrangements. This may be the next of kin, other family member, guardian, or friend. Record their name into the system and identify them as a Prospect (providing they do not own), and Lead Origin as At Need Referral. Cross reference their name on the Referral Module in the Referred By Field. That will link the records together. Place the Contact Record on a respective marketing path such as Sympathy Letter or Memorial Letter.
Recording a Walk-In Pre-Need Contact and Sale
Enter the Prospect into the system. Identify the Lead Origin of the Contact Record as Walk-In Pre-Need. Indicate Contact Type as Fully Arranged Client if they have everything you provide, otherwise they are classified as Partially Arranged Client. Record the sale in the name of the Prospect so the services will be identified as his/hers. Place Thank You for Purchasing Pre-Need Services #51 in the Event Field.
If the Prospect is purchasing for someone else, enter the Purchaser as a Prospect to be on a Marketing path with a Thank You for Purchasing Letter. The person that he/she is purchasing for should be entered in a separate record. The sale should be indicated in this record and classified as a Fully Arranged Client or Partially Arranged. Use the Referral Module to tie the two records together.
If you obtain any names/referrals from the Purchaser, enter them into the system with Contact Type as Prospect and Lead Origin as Pre-Need Referral. Cross reference their name in the Referral Module in the Referred By Field. That will link the records together. Place the Prospect Contact Record on a respective marketing path.
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