Create, Send, and View All Notices

Abstract

Product: Lead Manager

Create, Send, and View All Notices.

Relevant eLearning:

Process:

Create A Notice.

1. Select Menu → Create 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.

   

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:

   

   

2. Check a Lead or Campaign.

3. Select 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.

     

5. Select Create.

View All Notices:

1. Select Menu → All Notices.

2. The All Notices window opens.

   

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