Overview

Marketing Reports

Marketing Reports - How do you access the Marketing Action List and what does it track?

The 'Marketing Action List' can be accessed by going to the 'Marketing' module and clicking the button 'Marketing Action List'. You can also access it from your reports under 'Marketing' and 'Marketing Action List'. The action list shows everything you have done with your 'Leads' and what’s gone on with them. Who has done what and with who.