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Matthew Garrett

Matthew Garrett

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The Client Marketing screen contains the marketing preferences for the selected client. The screen also lists any SmartCampaigns that the client has been involved in and any broker groups to which the contact belongs.


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titleOpening the Client Marketing Screen - Click here to expand...
  • From the Client menu, select Marketing
  • From the Sidebar, select  Client then Marketing.

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titleOwnership Group - Click here to expand...

By default, the Client Broker will be assigned as the Owner of the Client.


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titleGeneral Group - Click here to expand...

Select the Preferred Cont. Method by clicking on the popup button.

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

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


Select the Client Rank by clicking on the popup button.

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Note

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

  • You can create your own Ranks by clicking on the icon.
  • You can edit a Ranks name by clicking on the icon,



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titleContact Dates - Click here to expand...

You can see the date the Client was Last Contacted and the Date when you should Next Contact the Client.

This information can be maintained from the Tools \ Clients screen.


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titleSecurity Group - Click here to expand...

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


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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.



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