Filter by Target Lists

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  • iscon
    Active Community Member
    • May 2014
    • 187

    Filter by Target Lists

    Thank you for adding target lists. Unfortunately I can't do anything with them since there is no possibility to add target lists as a filter criteria.
    ------------------
    Robert Laussegger
    iscon group
    http://www.iscongroup.net
    mailto://info@iscongroup.net
  • yuri
    Member
    • Mar 2014
    • 8557

    #2
    1. Create target list
    2. Go to target list's panel Leads and click select.
    3. Search by criteria.
    4. Select all result.
    5. Click Select button
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • iscon
      Active Community Member
      • May 2014
      • 187

      #3
      No - I'd like to filter/export contacts, leads and/or accounts by target list. E.g. contacts should be filtered by membership of target list "buyers product group1" and creation date < last week for follow up calls...
      ------------------
      Robert Laussegger
      iscon group
      http://www.iscongroup.net
      mailto://info@iscongroup.net

      Comment

      • yuri
        Member
        • Mar 2014
        • 8557

        #4
        Will be done soon.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        Working...