Working with 3-Accounts Receivable > 3-6 Receivable Clients > Lead Management > Setting up client mail lists

Setting up client mail lists

You can create a mailing list to group clients together for targeted mailings. Assigning a client to a specific mailing list allows you to print client lists or documents using the mailing list as a selection criterion.

Following are two examples of how you can set up mail list categories:

ClosedExample 1: Categories using Mail Types

ClosedExample 2: Categories using Customer Type

To set up client mail lists:

1 Open 3-6 Receivable Clients.
2 Click the Sales and Marketing tab.
3 Next to the Mail List drop-down list, click the View/Add records button.
4 On the Client Mail List window, in the Mail List# column, enter the mail list number.
5 In the List Name column, enter a description of the mail list.
6 Repeat steps 4–5 for each mail list.
7 On the File menu, click Save.

Links to more information . . .

Setting up client lead sources

Entering by whom the client was referred

Entering whom the client has referred

About label forms

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.