Is there a way to assign a the same note to multiple leads?
We are sending a postal mailing but want to create a note for the lead stating that they have had it sent to them.
Thank you
Is there a way to assign a the same note to multiple leads?
We are sending a postal mailing but want to create a note for the lead stating that they have had it sent to them.
Thank you
Create a campaign of type mail or print (NOT email), add your leads to a contact list and the contact list to your campaign. In the campaign header press: marke as sent. Look at your participating leads.
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Robert Laussegger
http://www.iscongroup.net
Bei Fragen: support@iscon.at
Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
Ab sofort auch mit 6.4.2
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