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linking PMT generated tasks to Business Conact
Last Post 30 Mar 2009 11:21 AM by admin. 1 Replies.
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fleethaulUser is Offline
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29 Mar 2009 07:27 PM  
Tasks generated by PMT reminding me to make telephone calls etc are not linked to a Business contact so that I know I have to ring someone I just don't know who. How do I make tasks generated by PMT automatically link to the contact they were created for? Thanks Jeff
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30 Mar 2009 11:21 AM  
Jeff,
You have the ability to use merge codes in the subject field of the task or phone call. In this way you can include the contact name (and phone #, if desired). The pinpoint Marketing tool User Guide has a list of all the merge codes in Appendix B. Below is an example:

If you enter the subject line like this:
Call [[Contact]] at [[Business Phone]] to ask how the widgets are selling

You will get this:
Call Bob Jones at 214-555-1212 to ask how the widgets are selling

Hope this helps!

Belinda
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