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Product Suggestions
Status Already exists
Categories CRM App
Created by Guest
Created on Aug 29, 2019
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-753 Enhance the report builder to allow for reports that use the contact level to add to campaign activities..

Be able to add contacts to a campaign activity from other entities Merged

Currently a user can only add target contacts from a report which used the contact entity. However, most customers would like to target & segment their target contacts by leads, quotes or products. For example you may wish to send an e-shot to all contacts who have an open lead but you currently can't do this as you would need to start at the lead entity rather than contact.