When you enter or edit a contact, you're able to assign that contact to
contact groups. Contact groups give you a way to organize contacts in addition
to the pre-defined categories we provide. For example, you may want to be able
to group clients into categories such as “Regular clients”, “Out of state
clients”, “Non-lender clients ”, etc. Groups give you the freedom to do this and
each contact can also be a member of multiple groups. By categorizing your
contacts like this you have a lot more flexibility when setting up XSellerate
campaigns or filtering your contact list. To build and manage your groups...
- In the contact manager, Tools,
Manage Groups from the menus.
- Create a new group by typing a Group Name into the
provided text box and clicking Save New Group.
- Change a group name by clicking the Edit link beside
it, typing a new name in the Group Name box, and clicking
Update.
- Delete a group by clicking the Edit link beside it and then clicking
Delete.
- Assign a contact to a group by editing the contact. Then, click
Member of Groups to select the appropriate groups.
- Click OK when finished to return to the contact manager.
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Hint: Remember that you can
automatically assign the contacts you gather from lead capture forms to a
group as well. To set that up, go to the Client Data Capture
area of your XSite, click PowerView and then under each
page using a form, select the group to which those contacts belong. For
example, if you have a PMI removal page on your website with a data
capture form on it, you can assign everyone that responds to that form to
a custom “PMI Removal” group. The possibilities are endless! |
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