Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

New Feature/Enhancements

Marketing Communications Control Settings

...

This will define what automated marketing is sent to all newly created leads by default for the user.


...

Lead Level Control Settings: inTouch Action Tool

...

When first opened, the Lead Level Control settings all are defaulted to No Selection which means the User Profile Settings will be used.

Image RemovedImage Added

The user can then select a specific communication type and decide if marketing will be sent “Yes” or “No” for that lead. Any settings added/updated on this popup will be applied to the lead.

...

Partner Branch Fields:

Several partner branch-related fields where showing were shown as checkboxes. All are now showing as their correct field type.

...

Inactive users can now be selected if a global search by the user is completed.

<PREV l MENU l NEXT>