Sales & Marketing (30)

Get your Sales and Marketing questions answered here! Find information related to prospects, influencers, referral contacts, and referral organizations.

How do I complete activity for mailing to multiple influencers or prospects?

Modified on Fri, Oct 16 at 2:03 PM
How do I change the community associated with a prospect?

Modified on Fri, Oct 16 at 2:03 PM
How do I add community event?

Modified on Fri, Oct 16 at 2:04 PM
How do I inactivate multiple leads?

Modified on Fri, Oct 16 at 2:05 PM
How do I edit a wait list / reservation deposit or fee?

Modified on Fri, Oct 16 at 2:06 PM
How do I merge a prospect into another prospect or resident?

Modified on Fri, Oct 16 at 2:07 PM
How do I complete many pending tasks/activities in My Tasks?

Modified on Fri, Oct 16 at 2:08 PM
How do I change media source for a prospect?

Modified on Fri, Oct 16 at 2:08 PM
How do I change the organization associated with a referral contact?

Modified on Fri, Oct 16 at 2:09 PM
How do I find my completed tasks?

Modified on Fri, Oct 16 at 2:10 PM