// allowGeneralInteraction = attributes.ownerType eq "BRO" or ListFind( client.permissionList, "DSTMgmtGenInt" ) gt 0 or ( attributes.ownerType eq "MFR" and (attributes.ownerId eq 1984 or attributes.ownerId eq 1644 or attributes.ownerId eq 241)); allowGeneralInteraction = true;
Add Sales Call
Date Title / Comment Contact Action
#DateFormat(interactionDate)# #marketingActivityName# [Customer Care]#opportunityName##comment# #contactFirstName# #contactLastName# #actionHTML#

Sales Person

#dispositionFirstName# #dispositionLastName#
select isd.disposition, isd.saleSubjectId, isd.noSaleReasonId, isd.saleQty, isd.saleDurationUnit, isd.saleDurationAmt, isd.dispositionUserId, isd.dispositionDate, isd.saleConfirmedBy, isd.saleConfirmedDate, m.firstName confirmedByFirstName, m.lastName confirmedByLastName, m.email confirmedByEmail from tbl_CRM_InteractionSaleDetails isd left outer join tbl_FSPro_Members m on m.fspro_userId = isd.saleconfirmedBy where isd.interactionId = and isd.ownerId = and isd.ownerType = and isd.disposition in ( 'STD', 'LTO' )

Sale

select * from qmd_productHierarchy where subCategoryId =
Product Sale Type #unitLabelPlural# per Week Weeks Status
#qmd_productLookup.subCategory# STD #saleQty# Recurring LTO #saleQty# #saleDurationAmt# Confirmed #LSDateFormat( saleConfirmedDate )# Unconfirmed
select isd.disposition, isd.saleSubjectId, isd.noSaleReasonId, isd.saleQty, isd.saleDurationUnit, isd.saleDurationAmt, isd.dispositionUserId, isd.dispositionDate, isd.saleConfirmedBy, isd.saleConfirmedDate, m.firstName confirmedByFirstName, m.lastName confirmedByLastName, m.email confirmedByEmail from tbl_CRM_InteractionSaleDetails isd left outer join tbl_FSPro_Members m on m.fspro_userId = isd.saleconfirmedBy where isd.interactionId = and isd.ownerId = and isd.ownerType = and isd.disposition in ( 'NS' )

No Sale

select * from qmd_productHierarchy where subCategoryId = select reasonName from qmd_noSaleReasons where reasonId =
Product Reason Status
#qmd_productLookup.subCategory# #qmd_reasonLookup.reasonName# Unconfirmed Confirmed #LSDateFormat( saleConfirmedDate )#
select isd.disposition, isd.saleSubjectId, isd.noSaleReasonId, isd.saleQty, isd.saleDurationUnit, isd.saleDurationAmt, isd.dispositionUserId, isd.dispositionDate, isd.saleConfirmedBy, isd.saleConfirmedDate, m.firstName confirmedByFirstName, m.lastName confirmedByLastName, m.email confirmedByEmail from tbl_CRM_InteractionSaleDetails isd left outer join tbl_FSPro_Members m on m.fspro_userId = isd.saleconfirmedBy where isd.interactionId = and isd.ownerId = and isd.ownerType = and isd.disposition in ( 'NA', 'FU' )

Not Shown

select * from qmd_productHierarchy where subCategoryId =
Product Status
#qmd_productLookup.subCategory# No Decision
Opportunity Status
Stage:#qmd_opportunityChangeHistory.toStageName# - #round( val( qmd_opportunityChangeHistory.toLikelihoodPercent ) * 100)#%
Status:#qmd_opportunityChangeHistory.message#
Product Sale Type #unitLabelPlural# Duration
#mktSubCategory# #htmleditformat( catnum )#-#htmleditformat( category )#/#htmleditformat(product)#-#htmleditformat( shortDesc )# STD #saleQty# Annual LTO #saleQty# #saleDurationAmt# Weeks

Final Comments

#closeComment#

Customer Service Representative

#dispositionFirstName# #dispositionLastName#
 select emcr.recipientId, emcr.beaconCount, emcr.beaconLastHit from tbl_EML_CampaignRecipients emcr where emcr.campaignId = and emcr.fspro_userId =

Read Statistics

The absence of e-mail read statistics may be caused by the existence of privacy policies within the recipients e-mail systems.
Last Read Date#LSDateFormat( qmd_recipientStats.beaconLastHit, "Mmmm DD, YYYY")# at #LSTimeFormat( qmd_recipientStats.beaconLastHit )#Unknown
Times Read#qmd_recipientStats.beaconCount#Unknown
select emch.hyperlink, min( emcrc.dateTimeClicked ) firstTimeClicked, max( emcrc.dateTimeClicked ) lastTimeClicked, count( emcrc.dateTimeClicked ) clickCount from tbl_EML_CampaignHyperlinks emch left outer join tbl_EML_RecipientClicks emcrc on emcrc.clickDestination = emch.hyperlink and emcrc.recipientId = where emch.campaignId = group by emch.hyperlink order by emch.hyperlink

Click Statistics

HyperlinkDate Clicked
#HTMLEditFormat(hyperlink)##LSDateFormat( firstTimeClicked, "Mmmm DD, YYYY")# at #LSTimeFormat( firstTimeClicked )#Not Clicked

This e-mail did not contain any trackable links.

Additional Call Notes

#HTMLEditFormat( notes )#

The system can send an email reminder for this future interaction.

(tentative)
#marketingActivityName# #DateFormat(startDate)# #DateFormat(enrollmentEndDate)#na #DateFormat(endDate)#