Newsletters
On your homepage, scroll down to the boxes below Opportunities. Find the box labeled “Newsletters.” The blue number next to “Sent” represents the number...
Fri, 14 Aug, 2020 at 3:28 PM
Click “Training” on the grey toolbar at the top of your page. Select “Document Library.” Here you will find a library of monthly newsletters, card order...
Fri, 14 Aug, 2020 at 3:32 PM
Contacts who are sent a newsletter are tagged with the corresponding month and year. For example, their name may have a “June 2020 newsletter tag.” To fi...
Fri, 14 Aug, 2020 at 3:36 PM