Hi All,
I know other organizations out there use Plans for tracking Outbound calling/sales, but I am having a hard time finding any documentation/old TLCC sessions or forum posts on this topic. I just watched the 2013 Plans Webinar.
Can anyone guide me to some resources for using Plans outside of the Devo world? My main concern is that our Devo department does use plans and I wouldn't want to skew their numbers by utilizing the same Statuses and Plan Sources (one of my questions is can status and plan source options be different based on the Campaign, Fund or Designation you select? IE-Devo wouldn;t have to see all TKT's options and visa versa).
Thanks in advance!
Hi Jessica,
I have created reference documentation for our plan set up as we manage quite a few things with plans. Outbound calling, Corporate partnerships - contracts,invoicing etc, Happy to share if you are interestedAlso have procedural documentation for our outbound calling that is TSO specific but may help?
Brenda
Hi Brenda!
This was a while ago, but any chance you would be able to share your documentation for plans? We are looking at implementing them and would love to see what other folks are doing.
kastop@theatrecalgary.com
Thanks!
Kristine