Using Focus3

Contact Updater

Overview

• The "Contact Updater" allows Users with the "Contact Tools" Permission to update specific attributes of all Contacts in a Contact Group.
• The attributes are Lead Status, Relationship, Action Cycle, Sales Exec, Second Sales Exec and Campaign.

Related Tasks

• To use the Contact Updater:
  • Create a Contact Group that includes one or more Contacts. (See Contact Groups above)
  • Click on the "Admin" tab to display the Admin page.
  • Click on the "Contact Updater" link to display the Contact Updater page.
  • Select a Contact Group.
  • Select the attributes that you'd like to update for the Contact Group.
  • Enter the Scheduled Date
  • Select the Occurrence interval as desired.
  • Select the desired Contact Group.
  • Click the "Schedule Action" button to add the Action for all of the Contacts in the Contact Group.

Related Items

• Contact Groups
• Lead Status
• Relationship
• Action Cycle
• Sales Exec
• Second Sales Exec
• Campaigns