Relationship Opportunities in Target List

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  • apollo
    Junior Member
    • Jan 2023
    • 5

    Relationship Opportunities in Target List

    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.
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  • emillod
    Active Community Member
    • Apr 2017
    • 1439

    #2
    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.

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    • apollo
      Junior Member
      • Jan 2023
      • 5

      #3
      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?

      Comment

      • emillod
        Active Community Member
        • Apr 2017
        • 1439

        #4
        You don't need advanced pack. You can simply utilize formulas for this. record - EspoCRM Documentation

        Comment

        • emillod
          Active Community Member
          • Apr 2017
          • 1439

          #5
          But obviously i recommend to purchase EspoCRM extensions
          And you can play with the Advanced Pack on official demo - demo.espocrm.com

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