Reps

Add the reps who are responsible for handling the campaign in addition to the rep responsible for the campaign itself:

1. Click on (New) on the Reps tab in the marketing activity.
2. Enter the desired rep in the Rep field.
3. Determine the rep's task(s):
   • Telephone: Indicates whether the rep is responsible for making or answering phone calls within the scope of this marketing activity.
   • E-mail: Indicates whether the rep is responsible for processing incoming e-mails within the scope of the marketing activity.
   • Target Group: Indicates whether the rep is responsible for verifying and editing a portion of the target group. The rep receives a To-Do once the target group has been generated, >> Editing Target Groups.
   Note: The Telephone and E-mail fields have no function in the default configuration.
4. Save the record.