Processing Activities

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Overview: Processing Activities

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Purpose

To provide support resources for the activities required to process in the ContactTracker module.

The resources are:

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List Tabs

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Companies

•	Add Company

•	Edit Company

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Contacts

•	Add Contact

•	Edit Contact

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Notes

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Add Note

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Edit Note

•	Activities

•	Add Activity

•	Edit Activity

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Documents

•	Add Document

•	Edit/Download Document

•	Opportunities

•	Add Opportunity

•	Add/Edit Campaign

•	Edit Opportunity

Slideshow

•	Selections

•	Record Selections

•	Add Record Selection

•	Edit Record Selection

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Groups

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Add Group

•	Add Company to Group

•	Edit Companies in Group

Slideshow

•	Marketing 1

•	Mail Merge Setup

•	Data Extract

•	Create Template

•	Upload Template

•	Mail Merge Processing

•	Mail Merge Action

•	Bulk Email Setup

•	Create Template

•	Upload Template

•	Bulk Email Processing

•	Bulk Email Action

Slideshow

•	Marketing 2

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Bulk SMS

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Overview

•	Bulk SMS Setup

•	Add Template

•	Bulk SMS Processing

•	Bulk SMS Action

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Job Lists

•	Job List Editing

Slideshow

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Advanced User Information

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Page Filename : ct_processing_activities.htm