Difference between revisions of "Module Settings/Marketing"

From Commence CRM-Help
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# Select '''Administration''' from the '''Quick Links''' section.
 
# Select '''Administration''' from the '''Quick Links''' section.
  
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2. Then select Module Settings from the administration listing.
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# Select '''Module Settings''' from the '''Administrator''' section.
  
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3. Select Marketing from the Module Settings Listing.
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# Select '''Marketing'''. ''The Marketing Module Settings screen displays''.
  
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4. Select Literature  
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# Select '''Literature'''.
  
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5. Select the Add New button.
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# Click the '''Add New''' button.
  
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6. Enter the name of the literature item.
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# Enter the name of the literature item in the '''Name''' field.
  
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7. Select the Browse button to locate the associated literature file.
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# Click the '''Browse''' button to locate the associated literature file.
  
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8. Select the Save button to save and add additional literature to the listing.
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# Click the '''Save''' button to save and add additional literature to the listing.
  
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9. Select Save & Close if you have completed your entries.
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# Select '''Save & Close''' when you have completed your entries.

Revision as of 15:44, 19 October 2012

Commence On Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purposes.

  1. Select Administration from the Quick Links section.
  1. Select Module Settings from the Administrator section.
  1. Select Marketing. The Marketing Module Settings screen displays.
  1. Select Literature.
  1. Click the Add New button.
  1. Enter the name of the literature item in the Name field.
  1. Click the Browse button to locate the associated literature file.
  1. Click the Save button to save and add additional literature to the listing.
  1. Select Save & Close when you have completed your entries.
Retrieved from "http://support.commenceonline.com/mediawiki/index.php?title=Module_Settings/Marketing&oldid=1480"