Client Marketing

• From the Client menu, select Marketing
• From the Sidebar, select  Client then Marketing.

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

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

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

Select the Client Rank by clicking on the popup button.

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.

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

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

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.