Filter guides
Managing and Setting Up Invitation Events
Managing Invitation Events The Invitation Events module is used for creating and managing different types of events and their registrations inside the CRM. For some instances, these events can for example be used for training purposes and thus the module is often also named and used as a “Training” module. Through this module it is possible […]
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 […]
Sending Text Messages to Target Groups
Sending Text Messages to Target Group’s Contacts The function to send text messages can be separately activated in the CRM. Text messages are always sent to target groups and the contacts in them – the phone numbers of the accounts therefore can not be used as recipients. When the recipients have been created as a […]