Select People
No recipients selected
| Business | Category | Last emailed | Do not email | Notes | Edit |
|---|
Prepare / Send Email
No recipients selected
Recent Campaigns
Import Prospects
Add new companies and people from a CSV or Excel prospect sheet.
Headers recognised
Business Name, First name, Surname, Email, Role, Phone, Address, CATEGORY1, CATEGORY2, Notes, URL, Instagram.
Communication History
Recent sent and logged emails by company and person.
Add / Edit Entry
Creating a new entry
People At This Company
Save or select a company to manage people.
| Name | Role | Primary | Do not email | Edit |
|---|
Communication History
Save or select a company to view history.
Categories
Add, rename, or delete unused CATEGORY1 and CATEGORY2 options.
CATEGORY1
Select a parent category to manage its CATEGORY2 options.
CATEGORY2
Select a CATEGORY1 first.
Database Fields
Core fields are locked. Added fields can be removed later.
Company Fields
Business-level details and Camden-specific extras.
Core fields
Custom fields
People Fields
Contact-level details for each person at a company.
Core fields
Custom fields
Email Settings
SMTP settings are stored locally on this computer.
Security
Change your own login password.
Accounts
Master users can see every admin account connected to this system.