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  • Blog Post: Automatically Create Leads from Web Forms

    Prospective customers often visit a company's web site before doing business. Most web sites display product and service details. From the web site, visitors can request additional product information, explain a custom need, or report an issue. When the user submits a request, the web server can generate...
  • Blog Post: Add an Outlook Toolbar Button to Create a Business Note

    It is often necessary to create a Business Note for a contact when you are in a hurry. To simplify this process, you can create a button on your Outlook toolbar: 1.) Verify that your security settings will prompt you to run unsigned macros by selecting "Tools | Trust Center..." from the main Outlook...
  • Blog Post: Add Outlook Toolbar Buttons to send Letters and E-mail to Business Contacts

    Below are two macros to send e-mail or letters your Business Contacts. Running these macros opens a new Marketing Campaign with all the fields filled out. Click "Launch" on the Marketing Campaign form to open the letter or e-mail in Word, then click "Mailings | Finish and Merge" in the Word Ribbon. To...
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