Contact: Add Sales List
From RecruitOnline Help System
To add a contact person to a users' contact list in ROL:
- Click on the Contact's name from the list of Contacts on the Company: Contacts screen
- Click the button + Add Sales List on the right-hand side to add the Contact person to your 'Contact List'
- Your username will now appear on the main screen of the Company record, as 'Contacts Currently Marketing To:', Contact's name, Username, and Next Contact Date (see Company: Main).
The default settings will automatically be applied to your contact list entry:
- Next Contact & Next Visit date will default to the day after today (today's date + 1 day)
- The Contact Rate Cycle will default to 3 weeks