Marketing

General

• Marketing Module Overview
• Marketing Central
• Managing Standard Letters
• Reviewing List Communication History
• Creating and Managing List Communications
• Defining Email Marketing Messages

Marketing Codes

• Market Code Maintenance
• Creating a New Market Code
• Linking Subsystems and Products to a Market Code
• Viewing Market Code Usage and Analysis

Marketing Lists

• Marketing Lists Overview
• Creating a Customer Import List
• Creating a List from a Data Analyzer Query
• Importing a List from an External File
• Creating a Merged List
• Creating a List based on Customer Interest Areas

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List Mapping Templates

• Prospect List Mapping Template Overview
• Analyzing Your Marketing List for Upload
• Creating a New List Mapping Template
• Prospect Duplicate Check
• Adding Mapping Information to a List Mapping Template
• Managing Mapping Function

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Prospects

• Creating a New Prospect
• Prospect Summary
• Adding Prospect Demographic Information
• Adding Prospect Postal and Voting Information
• Adding Prospect Activities
• Converting a Prospect to a Customer