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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

Reminders are created whenever a follow-up is recorded against a Lead. An employee can view his own Reminders from the Reminders button at the bottom of the main screen. The Print Reminders screen allows an authorised person to print any Employees reminders.

How to Print Reminders

• Select Marketing Tab
• Select Print Reminders button
• Select the Date Range required
• Select Employee from the drop down list
• Indicate if you wish to print History Notes as well
• Select Print or Preview buttons