Skip to Content
avatar image
Former Member

Does an archived or blocked BP continue to receive mailings?

Hi CRM Experts,

I need help on following queries.

1) Does an archived or blocked BP continue to receive mailings?

2) What happens if the archived or blocked BP record has financing associated with it and how can we pull the account information into the active BP record?

3) Are archived or blocked BP records excluded from reporting (e.g. sales activity, campaign penetration, etc.).

4) If a customer service rep needs to access an archived BP record, what is the process to retrieve it?

5) When an archived or blocked BP record appears in the search results along with an "active" BP record, is there a way that the system can be configured to visually differentiate between the two to avoid opening the wrong record inadvertently? This would greatly help with the call flow so we don't have to waste time backing-out of the wrong file in order to get back to the right one.

Thank in advance.

Points will be rewarded

Regards

Sree

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • avatar image
    Former Member
    Oct 12, 2007 at 09:24 AM

    ) Does an archived or blocked BP continue to receive mailings? NO

    2) What happens if the archived or blocked BP record has financing associated with it and how can we pull the account information into the active BP record?

    copy the blocked bp's account information and put in Live Bp contracts .

    3) Are archived or blocked BP records excluded from reporting (e.g. sales activity, campaign penetration, etc.).yes but it also depends upon a particular point of time ' how long time that bp is blocked also u should take into consideration

    4) If a customer service rep needs to access an archived BP record, what is the process to retrieve it?he cannot unless and until the status of that bp is released

    Iam not sure of u r last question

    Reward

    Venkat

    Add comment
    10|10000 characters needed characters exceeded