So I want to follow-up with a list of people...

There are multiple ways that you can follow-up with a list of people. One of the easiest ways is to use the Call List function. As opposed to creating a Marketing Campaign, which requires you to create a view or report of advertisers, a Call List allows you to quickly and easily identify a list of advertisers who you need/want to follow-up with and "push" the reminders to your calendar on a particular date.

First, click the check box in front of the advertisers who you want to target. Then, select the Group Actions button to the left. Here you will find the Create Call List link. After selecting this, you will get a new screen, which asks you to select an owner, subject, assigned date (this is the date it will appear on your calendar, so select the first day you want to see the reminders on your calendar) and the type of activity.

MANAGERS: This is a great way to send reminders to AEs on particular accounts that you expect the AE to follow-up on for a specific initiative. You could just choose the AE you want to assign the calls do in the Assigned to field. However, if you are really interested in tracking call activity off of the initiative, you need to set up a telesales/in person campaign, which I will cover in another posting.

Clicking Notify creator does send a note any time the status on the account changes (this could be a good thing, or it could clog your emails with unwanted messages). Click save and you will see these accounts appear on your calendar the day that you selected as the Due Date.

Your Homework: Go to your lead or account list and choose 10 acounts/leads who you haven't talked to in at least 1 month (use your fancing sorting skills to sort decending to make this easier!) Create a Call List for these advertisers and assign them to be due this Friday. Make a commitment to call each of these advertisers as a follow-up and try to gather one piece of needs analysis information (maybe, how are you marketing yourself on the Internet?)