team viewer     
RB9 status alerts
Help Center > Tutorials > Inquiry > Marketing Inquiry

Marketing Inquiry

Research your company by running pre-defined queries to gather information pertaining to firms, contacts and resources. Marketing Inquiry lets you analyze client and resource data, that help you determine whom in marketing you need to contact.

Step-by-step instructions

  1. To open Marketing Inquiry, click Inquiry > Marketing Inquiry.

    marketing inquiry

  2. Click the Category drop-down to see the list of Entities you can run queries for.

    category

    The following sections explain each type of query and how they work.

    • Firms – Find recent clients, top clients, and non-performing clients by firm.
    • Contacts – Find recent clients, top clients, and non-performing clients by contact.
    • Resources – Find new hires, top producing resources, non-performing resources, and top commission-earning resources.