A MioWorks Contact List allows you to “label” a group of contact records. The list will only grow or shrink by physically adding or removing contacts from the list. You may create multiple lists and apply those lists to Contacts as you see fit. Each contact may have zero, one, two or more lists associated to it.
Lists are useful when a collection of contact records that are typically associated with Marketing Campaigns where there will be multiple steps applied to the contacts over a period of time.
Take for example the annual customer appreciation dinner. You can create a list called “2009Dinner”. Then each sales rep can add their best customers to the contact list with just a few clicks. When you are ready to send out the invitations, you can select the 2009Dinner contact list and then export it to a CSV file. You then take the CSV file and prepare a mail merge and print out the invitations. You then select the group again and create a task to followup with every invitee to make sure they will be attending. As you work through the attendee list you can then create another list called “DinnerConfirmed”. As each contact confirms that they will attend the dinner you add that contact to the new list. When you are ready to print the tickets, all you need to do is select the list “DinnerConfirmed”, export the CSV file and then mail-merge your tickets. After the dinner, you shedule a thank you call as a followup.
If you don’t use MioWorks you will have several spreadsheets where none of the information is coordinated. With MioWorks, you have a single system that keeps a record, helps you organize your work and allows your company to stay in synch.
