General Setup

This area allows you to track valuable information concerning the what, who, how, and where of your operation. From this information, you will not only gain a better understanding of your operation but also the ability to develop and focus your marketing efforts.

Here is where you will set up additional internal marketing information. By navigating through the tabs – Customer Type, Last Action, Mail Type, Next Action, Referred By, Sales Person, and Status – you can add, edit, or delete entries in this grid. These options will show up when you enter a new Event.

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The first tab is for Customer Type.