CiviCRM Community Forums (archive)

Cold Call Campaign – Setup
I have a small 100s of prospects for a cold calling campaign and would like to learn more about civicrm by actually using civicrm.  I would like to derisk this start process and have receive guidance in a experienced direction.

I have civicrm 4.3.5 with D7 installed.
Completed the checklist.
Require support to complete the following:

• Set up Contact Types
  Add defined fields for cold calling campaign
  Check reports based on cold calling actions.
  Check emails send correctly as part of campaigns
  If there is still time, look at excepting case via email

2-3 nights MST
Q and A process
Conference Bridge
Desktop collaboration
Let me know your rate and availability.
I am ready to start.