Your one-stop shop for help on TrackerRMS
This lesson explains how to create a Campaign Send List Hover over campaigns and go to either “My Hot List” or “My Send List” whatever you chose to name your list. When ...
This lesson explains how to create a Send List from an already Filtered List From within either the Contact or Candidate screen, you can use your filters to create a list of people and save this vi...
This lesson explains how to add a contact/candidate to an existing send list To add a Contact or Candidate to an existing send list you will need to search for the record in the Quick Search bar at...
This lesson explains how to remove people from an existing Send List If you need to remove someone from an existing Send List, you will need to access the relevant list from either the Contact, Can...