Dynamic Target List Based on Lead Report?

I recently discovered that dynamic distribution lists are available in SugarMarket via report-based target lists in SugarCRM. The problem I am having is that the records I would like to add to these dynamic distribution lists are all leads, with no associated contact record. In my SugarCRM I can only create a target list based on targets, contacts, users, or businesses/households. Is there an admin setting I can use to add the leads module here?

Or am I limited to one of these four modules when building target lists?

Any help here is appreciated!

Thanks,

Trent McIntyre

John 4:14

+1 Alex Nassi 1 month ago

Hi Trent,

Can you check in Admin > Navigation Bar and Subpanels to see if Leads is a hidden subpanel? If so, try moving it back to the "Displayed Subpanels" column and refresh your target list to see if it displays now.

I hope this helps!

Alex Nassi
Digital CX Operations Director
SugarCRM
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0 Trent McIntyre 1 month ago in reply to Alex Nassi

It worked! Thanks for the quick solution Alex, you saved me lots of trial and error time. Have a great day!

Thanks,

Trent McIntyre

John 4:14

Thanks,

Trent McIntyre

"Come to me, all who labor and are heavy laden, and I will give you rest. Take my yoke upon you, and learn from me, for I am gentle and lowly in heart, and you will find rest for your souls. For my yoke is easy, and my burden is light.” – Matthew 11:28-30
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