How can I create a contact email list for those accounts in a certain pipeline stage
I have created a "Proposal sent" pipeline stage. Now I would like to send a broadcast email to all contacts from the entities I have sent proposals to, so I can prompt action from them. How can I do this? Contact reports don't offer the fields I need to filter by pipeline stage.
Comments
Hi Peter,
Are all of your contacts linked to the project or opportunity with the pipeline? If they are, you can pull a linked item report.
Peter,
If you plan to send this email often, you may want to create a workflow automation instead.
You could set the workflow automation to send the email after x amount of days at a certain stage and set a point of contact in the opportunity record using a custom relationship lookup field to send that email to.
Let me know if you need further assistance.
Thank you,
Micah Feldkamp
Thanks Erin and Micah - I'll give Erin's suggestions a shot - then be in touch if needed Micah!
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