MacBusiness Consulting
Batch Processing Functions

Tour

Global Key Features

Correspondence

Email System

Keyword System

Follow-Up System

History System

Batch Processing Functions

Standard Layouts and Reports

Other Features

System Requirements

The MBC CMDB can perform robust batch processing tasks with just a few clicks.

Batch Processing Key Features

Batch Assign History

Assign a past activity to a group of contacts.
Example: Find all existing customers and insert in their history that you mailed them the brochure on the new widget.

Batch Assign Follow-Ups

Assign a follow-up to a group of contacts.
Example: Find all existing customers and create a new follow-up to call and discuss the brochure/widget mailer (includes feature for available days and number of contacts per day).

Batch Assign Keywords

Assign a keyword to a group of contacts.
Example: Find all existing gadget customers and assign a keyword to make them a widget prosepct.

b>Batch Remove Keywords

Remove a keyword from a group of contacts.
Example: Find all the widget prospects and remove widget prospect from their keyword set.

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MacBusiness Consulting Batch Processing Functions

MacBusiness Consulting
Batch Processing Functions