We started using Business Contact Manager (BCM) at the end of last year, with our accounts and business contacts imported from another type of CRM software.
When this data was imported, business contacts where automatically linked to accounts and only the accounts where given categories.
The problem we have is that we want to mass email business contacts that belong to accounts with certain categories, we can only apply the category filter to accounts.
Is it possible we can filter accounts with certain categories and then mass email to the business contacts links to those accounts?
When this data was imported, business contacts where automatically linked to accounts and only the accounts where given categories.
The problem we have is that we want to mass email business contacts that belong to accounts with certain categories, we can only apply the category filter to accounts.
Is it possible we can filter accounts with certain categories and then mass email to the business contacts links to those accounts?