Maintain Marketing Types

It is important to know where you met a contact or where an enquiry has come from.  This can allow you to concentrate on marketing methods that work for you.  ConvallisCRM gives you the opportunity to set up Marketing Types to allow you to see where your contact originally came from. (e.g: Website enquiry, Networking)

  1. From the menu, select Administration > Maintain Contact Lists.
  2. Click the Marketing Types tab.
  3. At the bottom of this list, there is a insert box.
  4. Type in a name for the Marketing Type.
  5. Click Insert.

Maintain Marketing Types Screenshot:


Marketing Types screenshot