Marketing

How to Articles on using the Marketing Tab

How to create a customer group
In this article, we will review how to create a customer group using the advanced search tool. This is an important first step to creating call and email ca...
Wed, 13 Jul, 2022 at 1:14 PM
How to create an Email Campaign
Before starting your email campaign you will need to create a customer group(s). See: How to create a Customer Group Note: You will want to create and name ...
Wed, 28 Feb, 2024 at 9:57 AM
How to create a Call Campaign
Before starting your campaign you will need to create a customer group(s). See: How to create a Customer Group Note: You will want to create and name the gr...
Wed, 28 Feb, 2024 at 10:29 AM
How to send an SMS Campaign
Before starting your campaign you will need to create a customer group(s). See: How to create a Customer Group Note: You will want to create and name the gr...
Wed, 28 Feb, 2024 at 10:32 AM
How to add a lead source to the CRM
Instructions to Add a New Lead Source Access the DealerPeak Dashboard Log in to the DealerPeak CRM. Navigate to Lead Sources Hover your mouse ove...
Wed, 16 Oct, 2024 at 12:03 PM
Why am i getting "There no calls to make right now" message in call campaign?
Next Call logic: First get Customer who is currently locked for this Agent with no result (attempted in the last 30 minutes) Agent clicked the "N...
Wed, 17 May, 2023 at 4:04 PM