Salesperson: Marketing Groups
The Marketing Group screen provides access to view the marketing group list.
The Marketing Group screen provides access to view the marketing group lists.
Add A Marketing Group
Select the + sign to add a new Marketing Group.
Add A Contact To A Marketing Group
From the Contact screen, select the contact’s card to view further details.
Select the pencil icon beside Details.
Under Marketing Groups, select the + sign. Once complete, select Add Selected.