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Matthew Garrett

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If required you can enter a password that you can ask the client for if the make telephone enquiries.

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titleSecurity Group - Click here to expand...
Background Color
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titleProduct Requirements Profile - Click here to expand...

Select the types of products that the client may be interested in. You can toggle between Yes and No with the spacebar.

Note

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

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titleMarketing Particiaption - Click here to expand...

Select whether they should be included in different types of marketing campaigns. Toggle between  Yes and No by using the spacebar.

These are used as Report and Smart Campaign criteria.