Viewing the client's marketing diary

After entering a marketing campaign on the system each corresponding client will now have an entry in their marketing diary. 

To view this go to the clients file and select Marketing – Mailshots.

If a date was set for the work to be done by, then the marketing record will appear in ‘Outstanding’. All completed campaigns will show in the all tab. 

To view the details of the campaign click into the relevant line, you will be able to make any additional notes, complete the task or view the letter that was sent.