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BMO Admin

Once a reach is more than 2 weeks old, if a salesperson has failed to get them into the sales cycle they are archived from the sales progress board and the reach is moved to the BMO board under the salesperson's name. This list is the one that will receive bulk mail from that salesperson.


If at any time a contact "asks off" they can be moved to the UNSUBSCRIBES board. Their status should be updated under the CONTACT record as well as reach record to "unsub". If they are antagonistic, they can be moved to the "Do Not Message" group on the Unsibscribe board.