Logo
Announcements Submit an Enhancement Idea MemberClicks University The Loop Submit a request Sign in
What do you need help with?
Enter a search term to find what you need or browse the categories below!
  1. Member Clicks Trade
  2. Contacts and Sales

Contacts and Sales

Manage the relationships with your members and prospects and provide an exceptional buying experience. Import new prospect lists seamlessly as profiles. Identify and target your best prospects. Personalize your communications for effective campaigns Track sales opportunities from prospecting to close.

Configuring your Contacts and Sales Opportunity Module

  • ★ Create Contact Types (browser version)
  • Manage Probability Codes
  • Manage Lost Reason Codes
  • Manage Source Codes

Using your Contacts and Sales Opportunity Module

  • ★ Overview of the Contacts and Sales Modules
  • ★ Create a Contact Manually (browser version)
  • Search for Sales Opportunities (browser version)
  • Add/Edit a Sales Opportunity (browser version)
  • Sales Opportunity Dashboard (browser version)
  • Prospect Protection for Assigned Sales Staff

© MC Trade

MC Trade Support Hours: Monday - Thursday: 9am - 7pm EST | Friday: 10am - 6pm EST

+1 (855) 466-4312

Powered by Zendesk