For the Marketing Department
- Track Emails
- Track Outlook Meetings
- Scrape Email Signatures
Collect new statistics, and obtain new contacts from email signature blocks
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. With IntelliPlus, this includes emails Sent and Received, and Outlook Meetings. Numbers in columns are clickable to open a further drilldown of detail mail tasks, activities, emails, etc. for that contact. Names and company names are clickable to open a window of information that includes "Show Charts" links -- these display a trend graph for that contact or company only. Hovering the cursor over any pie graph, in the main Show Chart page, displays a tip with the count of that data type for the entire chosen period, e.g. current year, quarter, or last 6 months.
The Search feature lets you 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.