Installation Company ERP / CRM


How to Change Marketing Preferences in the Contact Page

  1. Head to the Main Menu.
  2. Click ‘Contacts’.
  3. Click the pencil icon for the Contact you wish to edit.
  4. Find the ‘Marketing’ field and click Email, Phone and/or Post if these have been authorised by the Contact.
  5. When finished, click ‘Save’.

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