Sales & Marketing Exports Overview (Desktop)
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: Guest, Company, Travel 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.
Related Articles
Sales & Marketing Company Export (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Sales and Marketing > Marketing > Company Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix ...Sales & Marketing Guest Export (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Sales and Marketing > Marketing > Guest Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix ...Sales & Marketing Travel Agent Export (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Sales and Marketing > Marketing > Travel Agent Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual ...Sales & Marketing City Ledger Export (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Sales and Marketing > Marketing > City Ledger Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix ...Marketing Segments Reports (Desktop)
This article refers to the Desktop version. For the Cloud version, click HERE. Front Office, Market Arrivals Report Go to Front Office > Supervisor > Reports > Marketing Arrivals You can also find the same report in Sales and Marketing > Reports > ...