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Adding contacts to target lists based on account level detail

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  • Adding contacts to target lists based on account level detail

    Hi there,

    I would like to be able to mass add contacts to one of my target lists based on detail that I have stored against that contact's account, as opposed to the contact themselves. Is there a way to do this?

    Thank you.

  • #2
    Hello,
    yes, you can create a report for Contacts and Sync this report with needed Target List (you have Advanced Pack as I remember).

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    • #3
      That worked perfectly, thanks Tanya. Espo is brilliant!

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