Article: Relationship Management

The Relationship Management feature is your dashboard for go-to items like your Call List or Bookmarked Professionals.

To access your Relationship Management page:

Step 1:

From your home page, click on the "Relationship Management" button.

Your Relationship Management page

Call List:

Clicking this button will open your Call List. These are all the members you saved.

With the call list, you can:

• Clear the entire list by clicking the "Clear List" button. (This is irreversible!).
• Print your list by clicking the "Print List" button. This will convert the list to a PDF, allowing you to save or print it from your browser.
• View individual members and click the "View" (eye icon) button.
• View any Notes saved for that member, click on the "Notes" (book icon) button.
• Remove that member from the call list, and click the "Remove" (red X icon) button.

Bookmarked Professionals

Clicking this button will open your Bookmarked Professionals page. These are all the professionals you have bookmarked.

On the bookmarked professionals page, you can:

• Email selected professionals, select them, and click the "Email Selected" button.
• Add selected professionals to your call list, select them, and click the "Add Selected to Call List" button.
• View individual members, click on the "View" (eye icon) button.
• Remove just that member from the call list, click the "Remove" (red X icon) button, or you can select them and then click the "Remove Selected Bookmarks" button.

Professional Search

Clicking this will open the Search Professionals Page.

Member Interactions

This page will show the last ten interactions entered for that professional from the View Professional page.

Broadcast Messages

This section shows all emails sent and their open rate and a table showing the Author, Subject, Date Created, Email Status, and if Opened.

Clicking the View button will open that email's detail page.