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  1. DDI System
  2. Using Inform
  3. Manage customer engagement

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Manage customer engagement
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  • Track your sales pipeline
  • Search for a prospect (or customer)
  • Add contacts to a prospective account
  • How to use the customer ledger
  • How to convert a prospect to a customer
  • Set up Inform to sync with your Google calendar
  • View sales and profit trend by customer
  • Set up a customer reward program

Marketing Manager

  • Link mass SMTP email service to Inform
  • Manage targeted email marketing campaigns
  • Tips for managing marketing campaigns in the Marketing Manager
  • Set up your company for the Marketing Manager
  • Set up your customers for the Marketing Manager
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