I started a marketing campaign, putting my list of emails in Sugar as targets. Some targets have moved up to the next level to I have upgraded them to a lead, and I created an opportunity and linked the lead to it.
I'm confused by a few things.
1. The same contact is now a target and a lead. I want to continue to send all my targets and leads ongoing email via a campaign. But it seems campaigns only work for targets and newsletters work for leads. Is this correct? So I could create the same campaign email and newsletter to send to everyone?
2. From my newly converted target to lead, I can not link back from the lead to the target. At top for some reason it has a link that says "Converted Opportunity:" which links to the opportunity I linked the lead to AFTER I converted it. I can not link back to the target to see the history.
3. With both a target and a lead for the same person, they will now get the same email twice if I send it via campaign email and newsletter. How are you suppose to handle this? Why doesn't all the history transfer from the target to the lead and the target disappear? It makes no sense to have the same person in the system twice.


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