Campaigns: Selecting members for a target list

[roblaus]

Hi,

I do have a practical question:

Task: creating a target list from existing leads to be used in campaigns
Problem: I have about 6000 leads but only some (defined by one of my beloved "saved searches") should be used for the target list (app. 600). If I select "lead" in the subpanel under the targetlist it allows me to select leads but without the possibility to either use my already existing "saved search" or ANY other more advanced search.

Does anybody know a work-around for this, I believe very common, problem?

How it should be solved IMHO: we should have views rather than searches and whenever there is a selection to be made (as in selecting members for a list) views as well as single entities should be offered.

rgds
rl

[kpit]

The pro and enterprise versions have a method of using the reports module to pull directly into the campaigns module. For the opensource the best way is to veiw the saved search and export the list to a file. Then go into the campaigns module and and import that list.

[roblaus]

Hi Max,

Thanks for your time. I did it through the back door because I didn't want to re-create my leads but rather relate them. Here's the SQL statement that I used:

insert into sugarcrm.prospect_lists_prospects (id, prospect_list_id, related_id, related_type, date_modified, deleted)
select uuid(), '**unique identifier of the target list**', sugarcrm.leads.id, 'Leads',now(),0 from sugarcrm.leads where (conditions)

And to Manoj: As much as Iove Gantt charts - I guess such a simple thing would make more people happy

rgds
rl

[rickcrites]

Hi,

I do have a practical question:

Task: creating a target list from existing leads to be used in campaigns
Problem: I have about 6000 leads but only some (defined by one of my beloved "saved searches") should be used for the target list (app. 600). If I select "lead" in the subpanel under the targetlist it allows me to select leads but without the possibility to either use my already existing "saved search" or ANY other more advanced search.

Does anybody know a work-around for this, I believe very common, problem?

How it should be solved IMHO: we should have views rather than searches and whenever there is a selection to be made (as in selecting members for a list) views as well as single entities should be offered.

rgds
rl

For future reference, check out the PowerProspecting module in the Downloads topic of these forums. I think it would probably help you do what you need to do, without having to make manual changes to the DB.

Best,

[roblaus]

Thanks Rick.

I am currently in the process of evaluating the various possibilities of the system in order to make sure that I really understand what's possible and what is not. I just started to look into the enhancements and power prospecting for sure will be one of the first things to have a deeper look at. Thanks for pointing me there.

Actually the second thing - I did install the Thunderbird extension from Asertiva and it's the 2nd best think after sliced bread.

rgds
rl