Grouping Leads/Contacts/Accounts?

[mixx941]

Hi everyone.

I'm trying to figure out a way tto be able to add leads, contacts, or accounts and group them to a group or category.

Say a company goes to several trade shows every year and wants to send a mailer out to all their leads who attended a specific trade show. You can add them all as leads but I don't see a way to differentiate or group the leads.

When creating the lead, I see the drop down box for "Lead Source" which has several pre-defined options, but nothing custom the user could specify (such as the name of the trade show they came from, or an
association they are a member of, etc). I then see the "Referred By" field which one could put in the name of the trade show or name of person who referred that lead, but unfortunately I don't see a way to filter by that in the Leads search results.

The end goal is to be able to filter and export only leads/contacts/accounts that are part of a certain group to do
mailings to specific people/groups and not always everyone at once.

Is there anything already built-in to Sugar that could help do this or plans to do something like groups for leads/contacts/accounts in the future?

Any tips or suggestions would be appreciated. Thanks in advance!

-Mark

[malcolmh]

Hi,

You are right, there is not much in the way of marketing fields in Sugar.

You can easily customise Sugar though through the Studio component and add a drop down and multiple select list containing the events and trade shows you want listed.