Contact Groups

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The Contact groups within ProFundCom allow a simple mechanism to select which contacts based on their profile receive which information relating to  various funds.

 

To view the contact groups within ProFundCom, follow the steps below
 
1. Enter the Contacts section of the ProFundCom System by mousing over the Contacts button from the top menu and selecting groups.
 

2. Click in groups and the matrix of contact groups will appear.
 

3. To view which contacts are in which group, click on the related number. For example, to see which contacts, who are prospects, would receive information on the European Long Fund click on the number 555 as below.
 

 

4. All the contacts who are prospects, would receive information on the European Long Fund are then listed in a new window.