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Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List Marketing Contact List Marketing Ratios Report Marketing Reports Prospect (Marketing) Prospect List (Marketing) Print Reminders Sales Pipeline Sales Ratio Report Telemarketing Telemarketing List

Overview

The Marketing Action List is a list of all actions recorded against any Lead for a selected date range. Actions are recorded as a result of a phone contact or transaction and can range from "Follow-up" to "Invoice". The Marketing Action list can be filtered by action or by employee and used to check productivity

Ways Lists in ERP can be Manipulated:

• Filtering Lists
• Searching f5 f6 f7
• Customising Lists
• Report Printing Options
• Export Data

How to Access Marketing Action List

• Select Marketing tab
• Select Marketing Action List button