Sage Software 5.8 manual Enabling a Person for Self Service, Visitor Maintenance

Models: 5.8

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Visitor Maintenance

Enabling a Person for Self Service

Visitor Maintenance

Suppose you want to remove all anonymous visitors who have not visited your Web site in the past six months from the Visitor List.

To remove anonymous visitors:

1.Select the Visitor Maintenance tab.

2.Type 6 in the Delete Visitors field.

Visitor Maintenance page

3.Select the Delete button.

You are asked if you are sure you want to proceed with the deletion.

Visitor Maintenance page

4.Select the Confirm Delete button.

Anonymous visitors who have not logged onto the site in the last six months are removed from the Visitor List.

Enabling a Person for Self Service

To enable a person for Self Service:

1.Find the person you wish to enable and click on the hypertext link of their name to display the Person Summary page.

2.Select the Self Service tab.

The Self Service page is displayed.

5–4 Sage CRM

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Sage Software 5.8 manual Enabling a Person for Self Service, Visitor Maintenance