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How would you best structure a scenario where we have to create opportunities per account that need to be 'shopped' to various email lists and then track who that was sent to? Think, a property for sale, we then send it to 10 'buyers' and want to track who it was sent to (via email) and then capture the list total that was sent. How could we automate that?
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Greetings, mudokai,
If you already have a number of opportunities related to specific accounts, you can utilize List Report functionality and filter the respective account/accounts of the opportunity entity.
Then, create a campaign with a corresponding List Report as Target List, where you can check general information about successful sends/clicks/opens of the emails.
More info about Target Lists can be found here: https://docs.espocrm.com/user-guide/.../#target-lists.
If you want to create opportunity records related to specific accounts first, you need to provide a bit more detail about how these records should be created (with what info and how you want to automatize it). After this, someone can assist you further in implementing this feature, since it may require custom workflows depending on the needs.
I hope I provided you with a general idea of how you can check the sent email's status.
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