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Marketing Campaigns
The Marketing Search feature of The Agency Advantage has been improved and renamed Marketing Campaigns. You now have the ability to save your search criteria. This allows you to easily group your customers for quick and effective communication. A screen capture illustrates this option below:
A further enhancement is the ability to select the fields you wish to export. Clicking Export from the work file screen will bring up a dialog (shown below) where you may select individual fields or choose field groupings from the dropdown menu at the top.
Written by: Russ Cummings |
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