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.