Difference between revisions of "ProDon:Mass Mailing, follow-ups and reminders for commitments by objective"
Jguillemette (talk | contribs) (Created page with "{{Header_TOC}}<br> == Introduction == One of the advantages of commitments is to regularly be in touch with your client. The Mass mailing is a tool put to your disposal to h...") |
Jguillemette (talk | contribs) (→Generate Mass Mailing from the commitment file) |
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Latest revision as of 14:39, 9 January 2017
Mass Mailing, follow-ups and reminders for commitments by objective |
Introduction
One of the advantages of commitments is to regularly be in touch with your client. The Mass mailing is a tool put to your disposal to help you to maintain this link. With this function, it will be easier to do follow-ups and reminders to your clients for the purpose of keeping them up to date with their commitment to you.
Master Document specification
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For generating a commitment mass mailing, it is required that your Master Document be of "Commitment" type.
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Generate Mass Mailing from the commitment file
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Click on the button to launch the Mass Mailing |
Generate the Mass Mailing from Commitments and Prospections history
Document name: ProDon:Mass Mailing, follow-ups and reminders for commitments by objective
Version : 5.0.3.1