Maintaining Marketing Types

Video Tutorial

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).

You can edit the Marketing Types to your requirements. To do this click Administration, then click Maintain Lists, this will open the Maintain Lists dialogue, to maintain the Marketing Types click the tab labeled Marketing Types.

To add a new Marketing Type click Add, this will open a new window where you can type in the name of your new Marketing Type. Once done click Ok where it will save your new Marketing Type.

To delete a Marketing Type click Delete, which will open a message box to confirm the deletion, click Yes.

To edit the name click ... button, this will open a box where you can edit the name. Click OK after editing to save the changes.