| 摘要 |
A method and system for marketing products and/or services to a database of records. The system includes workflow parameters in the form of stations. Each station defines an action and a set time interval for conducting the action on a record in the station. In addition, each station provides a selection of subsequent stations for the record following the performance of the action by the selected user. In addition, the user may select to generate a report on the records of the database based upon the fields of the records. The report may also be in the form of an automatically generated report produced at a defined interval. The workflow parameters may be customized by a system administrator to meet the needs of different users. Accordingly, the workflow provides an automated and organized method of managing sales and marketing leads.
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