Filter guides
Campaigns
General Campaigns in CRM can be used for many purposes. At their simplest, campaigns can be used to plan customer lists, but you can get more out of them when managing newsletter lists. Campaigns are also used to define the contacts in the Contact Portal call campaigns. Note! The most efficient way to work with […]
Creating Activities for a User with automation
Creating Activities with Target Groups Introduction You can create activities in mass for the assignee of the accounts or contacts in a target group, or some other CRM user. These activities automatically have a link to the contacts or accounts in the target group, and they could concern e.g. a call campaign. You can either create […]
Scheduled Tasks
Scheduled Tasks With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target group to update automatically at certain time intervals and/or automatically create activities concerning the target group to your calendar. You can also use a scheduled task to schedule in advance a mass edit for a certain […]
Scheduling Target Group Activities
Target Group Activities’ Settings and Scheduling Them Introduction You can create activities in mass for the assignee of the accounts or contacts in a target group, or some other CRM user. These activities automatically have a link to the contacts or accounts in the target group. Activities like these could concern e.g. a call campaign: the user […]
Target Groups
Target Groups By using target groups you can generate company and personal groups for email marketing, telephone contacting and so on. You can create several different target groups for each need. Creating a Target Group To create a target group, you first need to determine the basic information of the group. The creation starts by clicking […]