Enter data -> Click SAVE to save
- Name: enter the name of the action
- Category: data taken from category setting with the type of Point action
- Change points (+/-): select +/- the number of points, depending on the action of the contact that can be attached +/- different numbers. The actions you choose correspond to the section: When a contact
- Published: choose to publish or not
- Description: Enter a detailed description of this
Select the Points screen -> Select the Point actions screen -> Select the Edit function corresponding to the Point action to edit information
The system will display a screen containing the information of the corresponding Point action -> Proceed to edit the information and select the Save function to save the operation or select Back to return to the previous screen.
The system will display a screen containing information on the corresponding Point actions
- The Point Action over time chart will show an overview of the number of leads added by the date of the respective Point action
- The Point Action Stats by Campaign chart will show the corresponding number of Point Actions of which Campaign types
Select the Points menu screen -> Select the Point actions screen -> Select the Delete function corresponding to the Point action to delete information
The system will display a confirmation message; when you are sure you want to delete the data line, select OK or select CANCEL to cancel the operation.