Difference between revisions of "Create Contact List Screen"
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Jump to navigationJump to search (New page: Compiling a contact list allows you to apply a marketing campaign to a group of leads, contacts, etc. Enter the appropriate data into the following fields: *'''Name''' - This is a genera...) |
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*'''Name''' - This is a general name for the contact list. | *'''Name''' - This is a general name for the contact list. | ||
| − | *'''Marketing Campaign''' - Select a marketing campaign to | + | *'''Marketing Campaign''' - Select a marketing campaign to associate with the contact list from the drop down menu. |
*'''Contact Type''' - Select the type of contact (Email Address, Phone Number, or Postal Address) from the drop down menu. | *'''Contact Type''' - Select the type of contact (Email Address, Phone Number, or Postal Address) from the drop down menu. | ||
*'''Description''' - Enter any further information about the contact list into the information box. | *'''Description''' - Enter any further information about the contact list into the information box. | ||
Clicking the [Create Contact List] button will save the contact list and take you to the [[View Contact List Screen]] where you can view the contact list details and make further changes. | Clicking the [Create Contact List] button will save the contact list and take you to the [[View Contact List Screen]] where you can view the contact list details and make further changes. | ||
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| + | User Manual page > [[Marketing Applications]] | ||
Latest revision as of 20:39, 6 October 2009
Compiling a contact list allows you to apply a marketing campaign to a group of leads, contacts, etc. Enter the appropriate data into the following fields:
- Name - This is a general name for the contact list.
- Marketing Campaign - Select a marketing campaign to associate with the contact list from the drop down menu.
- Contact Type - Select the type of contact (Email Address, Phone Number, or Postal Address) from the drop down menu.
- Description - Enter any further information about the contact list into the information box.
Clicking the [Create Contact List] button will save the contact list and take you to the View Contact List Screen where you can view the contact list details and make further changes.
User Manual page > Marketing Applications
