Customer Look Up Words | Windward Customer Overview

Lookup Words are used to group customers into different categories for lookup or mailing list purposes. For example, if you deal with different types of contractors, you can attach the lookup word Contractor to the customer's file. You can add additional lookup words such as Plumber, Carpenter, or Electrician. If you need to quickly bring up a list of Plumbers, you can search for that word.

The lookup words are especially useful for direct marketing. You can send a mailing to all Contractors that are Plumbers, or to all Contractors that are NOT Carpenters. You are only limited by your imagination.