Snapshot
About the Mailings Sent tabMail records for a prospect can be displayed using the Mailings Sent tab on a prospect summary page.The Mailings Sent tab shows up to three records, which are ordered by most recent In Home Date. View More access to the Mail full-page data table is available.
The table on the Mailings Sent tab includes the following columns:
The table portion of the Mailings Sent tab is immediately updated as soon as any new mail records are added, or current records are changed. Refreshing the tab displays the most current records available for the table, even moments after they were added or revised. Quickly access the Mail full-page data table by clicking the View More link. In addition to the table, the Mailings Sent tab also includes summary data for Mail Totals for Last 3 Years. A count is displayed, totalling the number of mailings sent in the current year, as well as the two prior years. The tab’s settings allow you to select a Year Type, choosing between displaying Fiscal or Calendar year data.
The summary data in this portion of the tab is dependent on the data warehouse; data is as current as the timestamp displayed.
Consult the Mailings Sent tab for information about the most recent mailings sent to a prospect, and for easy access to any additional mail records.
If no mail records exist for the prospect, a status bar will indicate that no information is available for display on this tab.
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Glossary terms:prospect, prospect summary, tab,Go to glossary ... |
Related articles:Prospect Management: Prospect Summary Prospect Management: Prospect VAE |
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