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Manually adding activities to contacts


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.

  1. Login to 

  2. Open Advanced Find. 

       Advanced find filter button

  3. Change the  to Contacts

  4. Edit the filter criteria to match the criteria used when exporting the contact list

    If you are unable to add criteria, click the   button

    For example, select active contacts that have an email address 

  5. Click  

  6. Select All Records by clicking the  in upper left corner
  7. Click 

  8. Select 
  9. 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.

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