The Call to Action (CTA) list groups customer records together temporarily. It’s designed to be used a list of customers that you need to do something with, i.e. act as a reminder. Each customer can be accessed from the list and can be added to calls and meetings easily. Customers can be added to the CTA list from any search at any time.
Add customer to the CTA list
- From any customer list, click on the row to select the customer OR Crtl+click to select multiple customers
- Under the Actions tab click Add to CTA List
- A message will confirm the customer has been added
- A new button will appear on the header bar, and the number will indicate how many customers are in the CTA list
- Click the CTA button to open the Call to Action list at any time
The Call to Action list works in the same way as the customer list, so can be changed to display in extended, channel preferences or mailing view. It will appear in the selection list hierarchy and can be used from your diary for call planning.
Delete one or more customers from the Call to Action list
- Open the Call to Action list
- Click on the row to select the customer you want to remove OR Crtl+click to select multiple customers
- Under the Actions tab click Delete from CTA List
- The list will refresh. The customer will no longer appear on the list and the number on the header bar CTA button will be adjusted.
Delete all customers from the Call to Action list
- Open the Call to Action list
- Under the Actions tab click Clear CTA List
- All items will be removed from the CTA list