Mailings to Customers Contents by mailing type and additional processes informationMLHOMMLPROMLBGMLTRSMLCUST
ETA for all mailing types: 3 business days max.
Assign. to: Accounting Rep
- Pro Catalog
- Account Manager Business Card
MLPRO (mailing to Professionals)
Assign. to: Accounting Rep
- Pro Catalog
- Account Manager Business Card
MLBG (mailing to new Buying Group associates)
Assign. to: Allie (backups: Nia-Shea, Victoria)
- Custom Cover Letter
- Pro Catalog
- Towel Warmers/Infrared Heating Panels Catalog
- Floor Heating Kit Take One brochure
- Pricing sheets
- Copy of the forms of all our new dealer programs (Personal Use Discount, SPIFF, Promotion, and more coming -- model home, webinar, personal use)
- Account Manager Business Card
MLTRS (mailing to TradeShow leads)
Assign. to: Allie (backups: Nia-Shea, Victoria)
- Custom TBD after TradeShow (Victoria and Elodie to coordinate)
- Respective Account Manager Business Card
MLCUST
Assign. to: Accounting Rep
- Custom content (determined by sales rep)
- Respective Account Manager Business Card
-> LOCAL SALES MLCUST
Content: https://drive.google.com/open?id=0Bzd0siMP3INnUW5O...
When there is no address where to send the mail to:
-> Accounting/Marketing will reassign the activity to the rep who processed the request stating the reason for it: no address, or order needs to be created instead of mailing
-> Rep will either get the address and reassign it back to accounting/marketing, or cancel it if no address could be obtained/if order was created instead
Returned Mailings:
-> Hand returned mailings down to Allie. Allie to coordinate with Jen on calling those customers and confirming their addresses so we can re-send the mailing and keep the database updated with customers’ information.