We have two types of accounts; Customers and Advisers. We'd like to e-mail campaign to the contacts based upon their account type and want to figure out the best approach.
It seems like a pretty good solution for getting contacts, would be to create a report that pulls contacts based upon their associated accounts type, and then sending the e-mail campaign to the contacts for that report.
Is it possible to add a lookup field to a contact layout, that looks up the account type of a contacts associated account?
Or perhaps there's a better way?![]()


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