For the Marketing Department

Contact Relationships and Participation

Track relationships and history of event participation

Contact Links show Relationships with Attorneys and Companies, and Participation in Events and Mailings

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