You can assign communications to individuals manually, or you can use the 3C engine to automatically assign communications to individuals based on rules and conditions that you define.

 

You can indicate whether the communication is a phone conversation, a letter, an email, or an in-person meeting with the individual. If the communication is a letter or an email, you can manage the variable data and enclosures that should be included, and enter comments that you can choose to print or not print in the text.

 

Consider this scenario: One of the recruiters at your institution mailed promotional material and an application to a prospective student. However, no one documented the outgoing communication. Your goal is to document the outgoing communication by creating a communication record for the prospect.


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