IES Documentation: Contact Marketing

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			IES Knowledge Base: CONTACT MARKETING

			What is it?
			An introduction
			The Contact Marketer and the Dashboard
			Operating from the Dashboard
			Perform Contact Call
			On Demand Contact
			Application Functions
			Administrative (Diary & Tasks)
			Generate Contact Master
			Maintain Contact Master
			Contact Marketing Profiles
			Create a Call List
			Call List Master
			Settings (for Operation)
			Reports
			Call List Reports
			General Reports
			Customer Order Functions
			Order from Standing Portfolio
			Order from the Catalog itself
			Save for Later
			Place Order
			Re-sorting the Standing Portfolio
			Delivery Date and Instructions
			Functions: Lost Sale
			Functions: Deal Views
			Functions: Notes
			Functions: CRM Connections
			Functions: Tax Toggle
			Functions: Commissions
			Functions: Send User Message, Diary, Task
			Functions: Query Catalog
			Where the Standing Portfolio Items come from
			Changing or deleting Order Items