Step 4 - Marketing

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.

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

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

The Contact Dates allow you to record the dates that you Last Contacted your client and the date when you should Next Contact your client.

This can be used in Report and Smart Campaign criteria. You can also use the fields to filter customers on the Customer screen(Link required)

The Product Requirements Profile fields are used to identify what types of products the client may be interested in. This can be used in Report and Smart Campaign criteria. Use the spacebar to toggle between Yes and No.

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.

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

The Marketing Format fields indicate which marketing styles the client will accept marketing in. These formats include: 

• Email
• Fax
• Telephone
• SMS
• Mail