How to see if an account was part of a campaign?

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  • ddr4
    Junior Member
    • Aug 2024
    • 1

    How to see if an account was part of a campaign?

    We have thousads of accounts listed which are part of mass email campaigns.

    About a week later we make calls, following up to the email, but without looking through all campaigns manually, I have not found a way to instantly see whether an account was part of a campaign.

    There is a "log" field in the detailed view of an account and I feel like it should be stated there when the account was sent an email during a campaign.

  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Administration > Entity Manager > Account > Layouts > Select "Search Filters" in the left. Then add "Campaigns" and save.

    Then, you will be able to add Campaigns filter on the list view and search by a specific campaign.

    You can also add Accounts to the Campaign detail view (to the Bottom layout). And then search in related Accounts.
    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.

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