Selections

CRM - Selections

Use selections in Isah to filter your customer base, for instance by customers you want to send a newsletter or a Christmas card.

Icons

CRM - Change

Click this icon to change the selections for the customer. Then activate the selections that apply, and deactivate any selections you want to remove.

 

CRM - Save

Save the changed data.

CRM - Add message

Click this icon to add a message. You can add one or more actions to a message.

 

CRM - Add message

Add an action to a new message.

 

CRM - Save

Save the changed data.

Tip: You can also add selections to individual contacts.