Manually adding activities to contacts
Article ID: 1133 | permalink | Rating: 1/5 from 1 votes | Last Updated: Sun, Jan 3, 2021 at 11:22 AM
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2018 |
Manually adding activities to contacts
If Marketing or other materials are sent to contacts but not sent through the CRM, you will need to follow these instructions to mark all appropriate contacts/records as receiving the information.
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Login to https://recruiter.mc3.edu/CONED
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Open Advanced Find.
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Change the
to Contacts
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Edit the filter criteria to match the criteria used when exporting the contact list
If you are unable to add criteria, click thebutton
For example, select active contacts that have an email address
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Click
- Select All Records by clicking the
in upper left corner
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Click
- Select
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Follow the prompts through the Quick Campaign wizard.
If the activity was an email, select Letter as the activity or the system will attempt to send email.