Question
- How do I add a Marketing Task to a Company?
- Can Marketing Tasks be added to businesses in DASH?
- How to add a Marketing Task to an insurance / carrier company?
Answer
Securities
The ability to Add Marketing Tasks requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Journal Notes > Check Marketing Action Items and all the sub-securities underneath that Marketing Action Items category.
- Navigate to Journal Notes and locate Marketing Action Items.
- Click Add New Record to begin a new Task.
- From here, you'll need to fill out the mandatory fields marked by the red asterisk * as well as the other fields applicable.
- If you would like to email this action item to the Assigned Resource, be sure to click the Notify via Email box under Assigned Resources.
- Once complete, click Save & Close.
