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  4. Saving customer selections as a call list

Saving customer selections as a call list

Not only can you use a customer selection for an eDM or DM, it is also possible to create a call list.

Do you want to offer your salespeople a list of customers who have been driving the same car for five years or a selection of customers who last visited the workshop between two and three years ago? And would you like to call this list keeping a record of call times? You can.

  • go into the menu 'your relationships' to 'selections
  • click on the button with the text 'make new selection
  • make your selection and select 'save selection as call list
  • name the selection and select again 'save as call list
  • The call list has been created and can be called and finalised
Updated on 11/10/2025

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