There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It will always be visible on contact preview. To add a time-sensitive note, such as meeting results, add activity. You may label it “Note” or create any other descriptive label for the line-items of this type.
DetailsHere is the procedure to test a mass email or newsletter. 1. Create your newsletter or mass email in the response library, using merge tags. 2. Next, set up a Group called “Mass email test.” Add yourself and whoever else you’d like to send a test to as contacts. 3. Click your test group and…
DetailsEmail deliverability is a complex multidimensional subject. There are literally hundreds of factors that you need to consider in order to improve your email delivery rates. The good news is that most of these factors are under your direct control. First, it is absolutely essential that you have valid SPF and DomainKeys records for your…
DetailsDisplay activity types for even faster and easier access. It takes just a single click.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.