Email Mailing List Add
CRM Module> Activity> Email Mailing List
Click Add
Add the Mailing List Name and a Description and click Save
Click Save a new a window will open
Here you can start adding your contact for the mail.
Click Add
- Use the filters to limit your search results
- Click Search - The contacts grid will populate with Contacts
- Either double click on the contact you want to add to the Selected column or use the Arrows to move these contacts over.
- Click Close when you are happy with your list
| Contact Type | Select the Contact Type you wish to add contact from (Debtors, Prospects, Opportunities, Users, Employees) These may be different depending on what has been setup. |
| Category | Select the Category you would like to add contact from, these will also depend on what has been setup (Purchasing, Sales, Marketing, Finance, Executive) |
| Debtors | Select one debtor to add to your mailing list |
When you click Close, you will see your mailing list that you created in the list
From here you can double click to open the list to make any changes needed.
| Save | Click Save to save any changes made |
| Add | Click Add to add a contact that may have been missed |
| Bulk Add | Click Bulk Add to add a bulk amount of Contact to the mailing list (Maybe from a different Contact Type or Category.) |
| Remove | Highlight the line you want to remove by clicking on the line and clicking Remove. |
| Remove All | Click Remove All if you want to delete all contacts in the mailing list |
| Export to Mail Chimp | Click Export to Mail chimp to create this mail list in Mail Chimp. |
Bulk Add
You can add an Email mailing list in bulk by the categories below
| List Type |
Select the list type you would like to add from (Debtors, Prospect, Opportunities) |
| Division | If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. |
| Currency | If you are using multi-currency you can select it here |
| Account Manager | You can pull the report for all your debtors, or you can select a specific Account manager from the drop-down menu if you have set up Account Managers for your debtors. |
| Acc Terms | You can filter for specific Account Terms (30 Days, 60 Days, 90 Days etc.) |
| Billing Group | If you have billing groups like, Subscriptions, you can pull a report for these specific groups, or you can pull a report that will include all transactions. |
| Item | You can filter for Debtors/Customers who have purchased a specific inventory item |
| Item Inv Date From / Item Inv Date to | You can select the date range you want to filter for of a specific inventory item that has been purchased |
| Sales Rep | If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. |
| Region | You can pull the report for all your debtors, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. |
| Status | If you select all the report will pull all statuses. If you want to view report by status, select the status on the drop-down menu |
| Pricing Level | You can filter for specific Pricing Levels (In Season, Out of Season, Specials) |
| Debit Order | Tick the box if you would like to filter for Debit orders |
| Category | To generate the report, the user has to select the category from the drop-down menu |