Hi there,
Seeking a CRM solution for a fairly basic core need (for us!) that does not seem to be met my off-the-shelf CRM solutions.
I would like to be able to extract, from a DB in which companies often with multiple contacts (marketing/technical…), all contacts that are relevant for a particular campaign, which may be e.g. marketing contacts for all companies in the DB that satisfy criteria X, Y, Z.
Is suiteCRM able to give me this kind of filter out of the box, or with dev?
Thanks for any ideas!
Have you tried
- open Contact’s List VIew
- filter by company
- use a mass action (like “add to target list”)
You might want to add more criteria to your search. Remember you can edit the Search from Studio/Contacts/Layouts/Search.