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Thread: Add leads to Target Lists using fields

  1. #1
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    Default Add leads to Target Lists using fields

    Let's see if I can example this properly. When you create a target list ( from within the Campaign Module) and then want to select for example, leads to be added to this target list. I get a pop-up window that allows me to search the specific leads I want to add. Is there a way to customize this pop-up windows that would allows me to search leads by my custom fields. Or is there a better way to add a bulk amount of users to a target list?

    Sometimes I want to add 3000 leads to a target list and the only way I've found is by going into the leads module, search for those specific leads. Selecting those leads and adding them to the target list. Is there a better way? Am I missing something?


    Thanks in advance,

  2. #2
    mapm's Avatar
    mapm is offline Sugar Community Member
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    Default Re: Add leads to Target Lists using fields

    In pro edition you can create a target list based on a report on leads...
    --
    Mário Pereira Martins

    Javali - Administração e Desenvolvimento de Sistemas Informáticos, Lda.
    Madan Parque Edifício VI Campus da FCT/UNL
    Quinta da Torre 2829-516 Caparica Portugal
    Phone: +351 212949666 Fax: +351 212948313
    http://www.javali.pt

  3. #3
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Add leads to Target Lists using fields

    add your custom fields to leads>advanced search ... then search in leads listview and add the results to the target list using the leads>add to target list function

  4. #4
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Add leads to Target Lists using fields

    Geez, thanks salesagility! I didn't even see that option there. No need to have a customized field in Mass Update to do the same thing if upgraded to 5.5. That'll be nice to have.

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