thankQ Help
Once you have defined the list(s) that you want to use within your campaign, you can add canvassers to a list. Each canvasser (Account Manager) can have their own targets.
To do this, right-click on the list that you would like to add the canvasser to, then click on the Add a Canvasser (to this list) menu item.
1.Click on the pick list beside Serial No. to select Canvasser
2.Enter the following information if applicable
Field |
Description |
Serial Number |
This is the serial number for the contact who is to be a canvasser. Select using the pick list button |
Name |
These details are automatically entered when the serial number is selected |
Role |
Select a role for the canvasser. These can include Ask/Solicit, Introduction, etc. These can be set up in LookUpValues by your System Administrator |
Target |
This is a monetary target that you would like the canvasser to achieve |
Comment |
Any additional information that you wish to enter |
Web Access is no longer Relevant (for specific TQ Client) |
|
Allow Web Access |
This option will allow the canvasser to log into the web site (provided Web Access is available) |
Advanced |
Gives access to add Actions to the Prospect via the Web Interface. |
Username/Password |
Username and password for web access |
Password button |
Allows you to set/change the canvasser’s password for web access (if available). The Password defaults to the password that has been set by thankQ. The button becomes available after clicking OK to save. |
The canvassers will be colour coded according to their role.
