Step 1: Click on the 'Request' icon against the contacts in the ‘Manage Masters’ section. A pop-up dialogue box appears.
You have the option of scheduling the email at a certain day/date or sending the request immediately. There is also a field where you can personalize the request. Once you send the request, the contact receives an email with a link. The link leads to a web page where they can update the information, which is automatically stored."
Step 1: Click on the 'Bell' icon (labeled 'Notify') against contacts in the ‘Manage Master’ section.
Step 1: In the ‘Manage Masters’ section, there is a column titled ‘Emails Sent’.
You can edit a contact's profile and add special comments in the form of 'Notes'. Click on the 'Edit' button against each contact and a form opens up. You can scroll down to the box titled 'Notes'. Enter the special comments about this contact and save. This allows all the team members to be on the same page to ensure proper engagement.
There is no one-page summary of each contact.
Yes, you can. In the drop-down under ‘Masters’, click on ‘Bulk Notify’. Here you can select the name or the master type you would want the bulk e-mail to reach. Select a template that matches your requirement and add a subject line.
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