Send marketing campaign/email to Account's primary contacts

J

John

Can someone please explain how I can send a marketing campaign (or
just an email) to all of my active accounts primary contacts? Or even
how I can create a view with primary contacts?

It seems that the Primary Contact field is not readily available for
filtering... or at least I cannot find it.

John
 
G

Guest

Hi John,

Currently, the primary contact data on the account form is only exposed for
views/search folder for accounts. We are limited in our views/search folders
to a specific entity type, thus you are unable to query for this infromation
on a contact view/search folder. We will take this issue under consideration
for a furture versions.

--
 

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