Reps
Add the reps who are responsible for handling the campaign in addition to the rep responsible for the campaign itself:
- Click on (New) on the Reps tab in the marketing activity.
- Enter the desired rep in the Rep field.
- 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, see Editing Target Groups.
Note: The Telephone and E-mail fields have no function in the default configuration. - Save.