Viewing A Contact's Markets

Click on the Markets Button on the View Contact Screen.  Or, you can click on the Markets Accordion Bar on the View Contact Screen.


Markets and Areas of Interest allow you to group the contacts in your database into different categories. It can be used to help you create very targeted marketing campaigns, or to keep in touch with your clients and prospects by tracking their hobbies and interests and then being able to pull a list of contacts with the same interests.

Click to Expand or Collapse
List of Markets When You Click On Markets Button

Markets/Areas of Interest can be used for tracking:

Markets - products a contact may be interested in like a ROTH IRA or Universal Life Insurance.
Areas of Interest - add codes for hobbies, clubs, or other demographics you’d like to track. Some Areas of Interest could be golf, Rotary Club member, gardener, or track favorite sports teams for tickets to games.
Mailings – flag names for newsletters, holiday cards or gifts, etc.
Ad campaigns – add markets for the different ads you’re running, and track how well the ads are performing.
Producers - products the producer specializes in.

Each contact in your database can have an unlimited number of Markets added to their record.


Click to Expand or Collapse
View Contact With Markets Screen

Sort Columns

Click on the column heading to sort the information based on that column's data.


Click on Details at the end of the list to be able to Add, Change or Delete Markets.

Click to Expand or Collapse
When you click on Details

When you click on the Details label at the bottom of the Markets Listing, you get the screen above.

See Also


Markets and Areas of Interest are one of the most powerful marketing tools when you combine them with calendar follow-ups.