Learning Units: ContactTracker

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Click to expand/collapse sectionInstructions
•Click on a Scenarios link to open the list of scenarios for the learning unit.
 
•Click on btn_PDF button icon to view the required Learning Unit Guide within Adobe Acrobat Viewer.
 

 

•When viewing the document in the Adobe Acrobat Viewer:
•Click on img_PDF save button to save the document to a nominated location
•Click on img_PDF print button to print the document on a nominated printer

 

•When finished viewing the document, close the window and click on any topic in the Table of Contents on the left, to continue.

 

 

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If you don't have Adobe Acrobat Viewer on your PC, click the following link and then download and install:

 

 

Learning Units

•Processing
•Add a Record Selection
•Create Group and Add Companies
•Add New Company and Contacts
•Add Note to a Company
•Add Activity to a Company
•Add Opportunity to a Company and Campaign
•Mail Merge Action
•Bulk Email Action
•Bulk SMS Action
 

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PDF

 

 

 


Page Filename : ip_ct_lu.htm