Versions Compared

Version Old Version 4 New Version 5
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleOpening the Contact Marketing Screen - Click to view
  • From the Contact menu, select Marketing.
  • From the sidebar, select Contact then Marketing.

Image RemovedImage Added


Expand
titleOwnership Group -Click here to expand

If the client record has a broker assigned to it the same broker will be set as the owner of the contact. If a contact is added from an existing contact the Ownership will stay as that of the original broker whom the contact belongs to.

Expand
titleGeneral Group - Click here to expand...
  • Select the Preferred Cont. Method by clicking on the popup buttonImage Added.

Image Added

  • Select the required Preferred Contact Method and then click OK.
Note

This information can be used in Report and Smart Campaign criteria.


General