Sales & Marketing Exports Overview (Desktop)

Sales & Marketing Exports Overview (Desktop)



Path: Sales and Marketing > Marketing

Exports Overview

Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix offers a platform that will allow you to create mailing lists for their existing customer base. There are four primary target areas where data is collected.
Those four areas are as follows: Guest, Company, Travel Agent, and City Ledger accounts.
For details on each area, check the specific article: GuestCompanyTravel Agent and City Ledger.

Exports Options

Once the parameters have been chosen and the export generated, VM will show a first recap of the number of results.
The next option to choose is the type of export. Four possibilities: Comma Delimited (Peachtree), Tab Delimited, XML or IIF (Quickbooks).
If duplicates are listed, you will have the option to merge or keep the duplicates.





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