As part of our commitment to building out seamless integration with other 3rd party productivity tools, the integration with Constant Contact will allow authorized users to send out their own group communication/marketing emails to a select list of clients. Alternatively, you can choose to manage email marketing and templates at an administrative level, to monitor outgoing […]

Customize the types of Campaigns managed within the OS.  There is a default set of 9 Campaign types to get your started: Direct Mail Email MMS Presentation Radio SMS Trade Show TV Website banner Add a New Campaign Type From your Admin Panel, select Campaign Type under Sales & CRM. Click Add Campaign Type, and you will see […]