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Version: 1.3.1

Marketing

Configure marketing campaigns, marketing lists and offerings, create differentiators (criteria used by the customer to select a provider) and customer pains in the Marketing section.

Marketing Campaigns


Add information about the marketing campaigns conducted on the external platforms for the attraction of the leads and track their progress.

Marketing Lists


Use marketing lists: combine the leads, companies and contacts from a single marketing campaign to the marketing lists.

Offerings


Save information about the commercial offerings and the documents related to them.

Marketing Instruments


Learn the marketing instruments of CRM. With their help, you can store information about potential customer pain points, their criteria for the selection of a service provider, and configure the stages of the recognition ladder.