Posts Tagged ‘marketing’

KEEP TRACK OF CUSTOMERS WITH MARKETING NOTES

Posted in How To, on  June 28, 2013

By using marketing notes you can store/schedule/remember customers calls, appointments, meetings or any other customer related item.

1. Start by clicking on a customer name from the customers list, then click on “chart”

Schermata 2013-06-28 alle 15.14.17

 

2. Drag and Drop “MKT NOTE” on the scheduled date; fill in and submit.

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