For the Marketing Department
Explore the History of: Invitations & Attendance, Mailings, Business Development Activities, Email Sent & Received, and Meetings
Analyze trends for communications and business development
Discovering trends for activities and contacts is extremely easy. Statistics which were not previously monitored by IntelliPad (Email Sent, Email Received, and Meetings) are available as part of the optional IntelliPlus feature. All available data types are displayed with the Contact Communications Discovery shown below. To display a graph, choose a month range, and select any combination of Job Titles, Contact Categories, Company Categories, States, Cities, or Company Names. The application offers a quick lookup for all selection values in the database.
Drilldowns to lists of contacts are available by clicking on any bar for a calendar month. Further drilldowns to detailed information are also available for contacts and companies. Hovering the cursor over any bar or pie chart section will display the related communications count. (A pie chart is included at the bottom of Contact Communications Discovery page, but is not displayed in the example below. Also, no Contact Selection filters are used in example below.)
FAQ for this page
First, a list of all contacts with communications of the selected type(s) for the selected month is displayed, with totals at bottom. Additional detail available: Names and company names are clickable to open a window of information that includes “Show Charts” links; these display a trend graph for the contact or company. Numbers in columns are clickable to open a window of detail mail tasks, activity log entries, emails, or etc. for that contact. Hovering the cursor over any pie graph section will display the count of communication for that section.
IntelliPad automatically captures it from attorney Outlook Calendar meetings where attendees are invited.
In addition to being able to simply type one or more values, the Search feature includes the ability to click a lookup button (an example for Job Title is circled in red below) and select from an alphabetical list of all values in the database. This lookup method is available for Job Title, Contact Category, Company Category, Company State, and Company City. Company Name can be searched with any part of the name.