Prospect Window Marketing Tab

The Marketing tab of the Prospect window stores marketing information about the selected prospect. This includes a general note, Marketing links (URL and e-mail) and a log of timed marketing records (Marketing Tracker).

 

 

 

The Marketing Tracker can contain any number of records, each having a Date, Subject (250 characters maximum) and Description (plain text note with no length limitation).

The Date and Subject fields of a record cannot be empty. Records in the Marketing Tracker can be sorted by Date or by Subject.

 

 

 

See also:  

Main Tab of Prospect Window