Installation Company ERP / CRM


How To Change the Marketing Preferences of an Enquiry

To Do This:

  1. Click the blue edit button on the enquiry.
  2. Scroll down to the Marketing box – To delete a preference, select the cross. To enter a preference, select an empty space within the box and pick an option from the menu.
  3. To remove all preferences, select the cross in the right-hand side of the white box. Press Save once completed.

Thank you for watching our how-to video on How To Change the Marketing Preferences of an Enquiry, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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