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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# Select '''Module Settings''' from the '''Administrator''' section. | # Select '''Module Settings''' from the '''Administrator''' section. | ||
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# Select '''Marketing'''. ''The Marketing Module Settings screen displays''. | # Select '''Marketing'''. ''The Marketing Module Settings screen displays''. | ||
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# Select '''Literature'''. | # Select '''Literature'''. | ||
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# Click the '''Add New''' button. | # Click the '''Add New''' button. | ||
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# Enter the name of the literature item in the '''Name''' field. | # Enter the name of the literature item in the '''Name''' field. | ||
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# Click the '''Browse''' button to locate the associated literature file. | # Click the '''Browse''' button to locate the associated literature file. | ||
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# Click the '''Save''' button to save and add additional literature to the listing. | # Click the '''Save''' button to save and add additional literature to the listing. | ||
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# Select '''Save & Close''' when you have completed your entries. | # Select '''Save & Close''' when you have completed your entries. | ||
Revision as of 15:45, 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.
- Select Administration from the Quick Links section.
- Select Module Settings from the Administrator section.
- Select Marketing. The Marketing Module Settings screen displays.
- Select Literature.
- Click the Add New button.
- Enter the name of the literature item in the Name field.
- Click the Browse button to locate the associated literature file.
- Click the Save button to save and add additional literature to the listing.
- Select Save & Close when you have completed your entries.