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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.

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


Select the contact Rank by clicking on the popup button.

Rank can be used as Report and Smart Campaign criteria.  You




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