Relationship Opportunities in Target List

[apollo]

I made the relationship between opportunities and target list, to be able to send campaigns to the opportunities. I can view the data, but it is not calculating the amount and there are also no options to exclude all.

[emillod]

Because it's not working that way. You shouldn't create link to opportunity. You should create an automation which will take lead/contact linked to opportunity and link this record to Target List. That's correct way.

[apollo]

Thanks for the feedback. Ok, I get it. For this, I have to have the advanced pack module, correct?
I tried to put something together in the espocrm demo, but when creating or updating an opportunity and sending it to a target list, it created another target list without the registration inside. How could I do this test to make sure it would solve my problem, before purchasing the module?

[emillod]

You don't need advanced pack. You can simply utilize formulas for this. record - EspoCRM Documentation

[emillod]

But obviously i recommend to purchase EspoCRM extensions
And you can play with the Advanced Pack on official demo - demo.espocrm.com