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Infinite Lead Manager

Create, Send, and View All Notices

Abstract

Product: Lead Manager

Create, Send, and View All Notices.

Relevant eLearning:

16_Notices.jpg

Process:

Create A Notice.
  1. Select MenuCreate Notice.

  2. The Create Notice window opens.

    • Select the To pull-down menu.

    • Check Myself to add the notice to your notices. Check other users to add the notice to their notices.

    • Select the Calendar icon to insert a due date.

    • Insert the Notice text in Message.

    The Create Notice Window
  3. Select Create.

Create A Notice with an attached Lead or Campaign Profile.
  1. Access My Campaigns, All Campaigns, My Leads, Unassigned Leads, or access a list of Leads:

    My Campaigns, All Campaigns, My leads and Unassigned Leads
    Accessing a List of Leads
  2. Check a Lead or Campaign.

  3. Select Take actionCreate Notice.

    Selecting take action, Create Notice
  4. The Create Notice window opens.

    • The Regarding field lists the Campaign or Lead Attached and cannot be edited.

    • Select the To pull-down menu.

    • Check Myself to add the notice to your home page.

    • Check other users to add the notice to their home pages.

    • Select the Calendar icon to insert a due date.

    • Insert the Notice text in Message.

      The Create Notice Window
  5. Select Create.

View All Notices:
  1. Select MenuAll Notices.

  2. The All Notices window opens.

    All Notices
  3. Select Past to access Notices that have due dates in the past, or Upcoming to see upcoming notices.