How can we help?

How can I use the system to manage prospects?

12-11-2019
Tags: Marketing

OnSite has a full "contact resource management (CRM)" system built in.  This allows you to sell to prospects and to manage the entire process in your OnSite system.  OnSite is setup so that an owner or sales manager can setup different databases and allow users access to those databases.

 

                    Marketing Overview  (8.3 and later)

                     

 

                     Marketing Admin Setup  (8.3 and later)

                       

 

                      Marketing Campaigns (8.3 and later)

                     

 

 

                     Working with Prospects (8.3 and later)

                       

 

                     Marketing Import Wizard (8.3 and later)

                       

 

                       Marketing Merge Tool (8.3 and later)