Overview: Processing Activities

 

Img_tabs_purpose_advanced

 Top  Previous  Next

img_Up_level

Purpose

 

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

 

The resources are:

•List Tabs
•Companies
•Add Company
•Edit Company
•Contacts
•Add Contact
•Edit Contact
•Notes
•Add Note
•Edit Note
•Activities
•Add Activity
•Edit Activity
•Documents
•Add Document
•Edit/Download Document
•Opportunities
•Add Opportunity
•Add/Edit Campaign
•Edit Opportunity

img_Powerpoint-48x48

Slideshow
•Selections
•Record Selections
•Add Record Selection
•Edit Record Selection
•Groups
•Add Group
•Add Company to Group
•Edit Companies in Group

img_Powerpoint-48x48

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

img_Powerpoint-48x48

Slideshow
•Marketing 2
•Bulk SMS
•Overview
•Bulk SMS Setup
•Add Template
•Bulk SMS Processing
•Bulk SMS Action
•Job Lists
•Job List Editing

img_Powerpoint-48x48

Slideshow

 

 

img_Urgent_sml

•PowerPoint Slideshow Viewer.
Required to view PowerPoint Sideshows, if the PC doesn't have the Microsoft PowerPoint application.
Download the viewer and install on your PC

 

 

Advanced User Information

 

•N/A

 


Page Filename : ip_ct_processing_activities.htm