CRM Phase 3 - Flipbook - Page 14
Creating a Contact
Type Code
This code is specifically for
the use within Campaigns
From within Campaigns
select Tools from the file
menu, followed by
Create contact type
Click the Create
Blank radio button
Enter a
alphanumerical
code
Refer to the process
document for more
information
Complete all
required fields
within the Detail
tab
To view complete code, click
on the ellipsis button to view
all created codes
Campaigns – Creating a Contact Type Code
Click on Create
02.030.01.L3 9304E
To create a basic campaign
now refer to process
02.030.02 L2 Copying a
Letter Template
Page 14 of 108
