Leads

a feature called tagging. This feature can assist users in assigning visual cues to specific records in the listviews. Tagging is available in Accounts, Contacts, Leads, and IBOs. Tag columns can be enabled by engaging the customize column functionality. Locate the Tags column and select it for display Tags can be configured to the user’s […]

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The marketing module in ASPEC offers a Tradeshow feature in Scope. To configure a Tradeshow, first users have to be given permission to see Scope on the user profile level. The administrator may also give themselves and other users the ability to view all scope-related records in the user profile. (Note: If this option is […]

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