You are viewing an old version of this content. View the current version.
Compare with Current
View Version History
« Previous
Version 5
Next »
The Contact Marketing screen contains the marketing preferences for a selected contact. The screen also lists any SmartCampaigns that the contact has been involved in and any broker groups to which the contact belongs.
Opening the Contact Marketing Screen - Click to view
- From the Contact menu, select Marketing.
- From the sidebar, select Contact then Marketing.
Ownership 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.
General Group - Click here to expand...
- Select the Preferred Cont. Method by clicking on the popup button
.
- Select the required Preferred Contact Method and then click OK.