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Dynamic Target List Based on Lead Report?

Trent McIntyre

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

Parents Reply
  • 0 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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