Contact Relationships and Participation

Tracks activity history by contact for each marketing event and mailing list

The Marketing Department can see the history of the contact’s Marketing Event and Mailing List participation, as well as all related Tasks, which are typically mailings for an event or mailing list. All types of links can be added and edited in IntelliPad. In Outlook, the attorneys can view links for Past Marketing Events, Additional Companies, and other Users Sharing their contacts.

IntelliPad uses links–between contacts and users, contacts and companies, contacts and events or mailing lists, contacts and tasks — to facilitate collaboration between attorneys and to organize and manage the consistency of contact and mailing list information within the firm.

Marketing Department View

Leave a Reply

Your email address will not be published. Required fields are marked *