Mark a Social Marketing Campaign Incomplete

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From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns.  The Social Marketing Campaigns list displays. Select the Name of the campaign to be marked incomplete.  The Social Marketing Campaign detail view displays. Click the Mark as Incomplete link within the progress pane.  The Mark as Incomplete page displays.  Click the Mark as Incomplete button.  The Success message displays. Click the OK button to dismiss the message.The … Read more

Delete a Social Marketing Campaign

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From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns.  The Social Marketing Campaigns list displays. Select the Name of the campaign to be deleted.The Social Marketing Campaign detail view displays. Click the Delete button.  The Delete Confirmation page displays Click the Yes button to confirm deleting the Social Marketing Campaign.  A delete success message is displayed. ! CAUTION: Be sure … Read more

Copy a Social Marketing Campaign

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Use this method of copying if you would like to start a record for similar work with a different Social Marketing Campaign during the current reporting year. For example, if you are creating another campaign targeting the same topics with the same channels, you can create multiple copies of one entry to save time. From … Read more

Add Custom Data

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The following article outlines how to complete the Custom Data section that may be included within PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add Custom Data Overview The Custom Data section can be used to collect data in … Read more

Complete Your Performance Review (Agent)

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From the PEARS homepage, hover the cursor over the Reflect menu and click Performance Reviews: The Performance Review list displays. Select a performance review. The Performance Review details display. Click Edit to begin the review. The Supporting Data page displays. For any PEARS data requested, select records to include. If no records are listed, navigate to another … Read more

Create a CRM Contact

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General Information From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click Add: The General Information page displays: Beginning with the Name field, enter details about the contact in the pertinent fields listed. Select a Unit for the contact from the drop-down list. Optionally, add Organization, Email, and Phone … Read more

Edit a CRM Contact

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From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be edited: The Contact information displays: Click the Edit link: The editable fields display in the Contact Information section. Make changes to the contact information as needed: If you would … Read more

Delete a CRM Contact

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From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be deleted: The Contact Information displays: Click the Delete button: A pop-up displays, asking for confirmation before deleting the contact. Click Yes, Delete to permanently remove the contact from PEARS:   After … Read more

Add an Interaction to a CRM Contact

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From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction added: The Contact information displays: In the Notes section, click on the icon to display a drop-down list of interaction types: Click on whichever interaction type applies: In … Read more

Edit a CRM Contact Interaction

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From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction edited: The Contact information displays: In the Notes section, hover over the interaction that needs to be edited: The edit/delete options display: Click the edit button: The interaction … Read more