CRM Phase 3 - Flipbook - Page 15
STEP
PROCESS
STEP 1
From the Campaigns toolbar, select Tools followed by Create contact type
.
STEP 2
To create a code, select the radio button for Blank followed by the Create button.
Alternatively, it is possible to search for an existing contact code and by selecting
Copy followed by Create will allow for the code to be copied and amended as
required.
STEP 3
Enter a contact type code. This can be alpha/numeric. If alpha is used then the code
should be in upper case.
Campaigns – Creating a Contact Type Code
02.030.01.L3 9304E
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