Step 4 - Marketing

The Marketing tab allows the tailoring of marketing strategies towards clients.

Ownership

Click the Popup button and select the broker whom the client belongs to. If you are logged in as a Broker that broker will automatically be assigned as the owner of the client.

General

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These fields are used to indicate how a client wishes to be contacted. The three fields are:

Preferred Contact Method: Select the best marketing method for the client.
Rank: Prioritise the importance of marketing to this client. It can also be used asa sorting criteria when performing client marketing.
Marketing Notes: Add any notes relating to the client.

Contact Dates

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Product Requirements Profile

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Marketing Participation

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The Marketing Participation group is used to select what type of marketing the client will receive. By default, Client and All Entities will be selected as Yes.

If the Preferred Contact Method above is set to Do Not Contact, then the default settings will be set to No.

These fields indicate the marketing literature a client can receive. For example, an organisation may have separate marketing literature for:

Clients
Vendors/Suppliers
Referrers/Introducers
Generic Suppliers
All Entities

Marketing Participation

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Process Navigation

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