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Thread: How to populate target list with contacts from Leads

  1. #1
    deirdre.obrien is offline Junior Member
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    Nov 2009
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    Default How to populate target list with contacts from Leads

    Hello,

    New to Sugar. Have created several email campaigns. Have also got one very large lead list. I have created a target list and would like to populate it with some of the contacts in a lead list. I'd like to be able to sort based on province or state and choose certain locations only. Help please.

  2. #2
    crmsiva's Avatar
    crmsiva is offline A Sugar Hero
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    Default Re: How to populate target list with contacts from Leads

    Hi

    Power prospecting tool does this job. You can find it here

  3. #3
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How to populate target list with contacts from Leads

    Crmsiva is correct

    You should import your leads into sugarcrm. then, using the leads>search functions, select only those records by whichever criteria is required (postcode etc).

    Once you have selected the appropriate records, add them to your target list from mass update

  4. #4
    nhellwig is offline Senior Member
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    Default Re: How to populate target list with contacts from Leads

    The power prospecting tool sounds like what I need. I see that the latest update was done for version 5.2.0f. We are running Community Edition 5.2.0k. Will the latest version of the tool work with 5.2.0k?

    Thanks

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