Is there a way to have a distribution list on leads rather than contacts?
I was able to make a target list in Sugar CRM based on a leads report, but only about half of those records have associated contacts in our CRM (additionally there are fields in our leads that I want to filter on in these CRM reports that aren't in contacts). Is there a way to pull from leads rather than contacts for the distribution list? Thanks all for the help!
You can leverage Dynamic Distribution Lists for this. https://support.sugarcrm.com/documentation/market/sugar_market_user_guide/lists_and_segmentation/#Dynamic_Distribution_Lists
Video: https://sugarclub.sugarcrm.com/learn/quick-videos/m/sugar-market/1888
Kindly check the pre-requisites (sync settings etc.)
Basically, you set up a row-and-column report in SugarCRM using 'Leads' as the primary target module. You can build the report using any of the data from the lead record or data from related entries of these leads.
Ensure the 'ID' field from the leads module is included in your rows and columns (Sugar Market needs this later).
**Add Email addresses to the report using the exclusive 'Email Address' folder from the related reporting modules.
** The 'Opt-out' is Y/N would be available for filtering here as well
In Sugar Market, create a Distribution List of type "Dynamic Distribution List"
Connect the list using 'Sync User' credentials - Test Connection and Save (check documentation)
Select the report you setup based off leads to act as a distribution list in Sugar Market
Save > Preview > Sync Now (auto-update).
The market sync ensures this list is auto-updated every sync cycle
I hope this helps.
Kind Regards,
Sheldon Pereira
CRM Strategy
You can leverage Dynamic Distribution Lists for this. https://support.sugarcrm.com/documentation/market/sugar_market_user_guide/lists_and_segmentation/#Dynamic_Distribution_Lists
Video: https://sugarclub.sugarcrm.com/learn/quick-videos/m/sugar-market/1888
Kindly check the pre-requisites (sync settings etc.)
Basically, you set up a row-and-column report in SugarCRM using 'Leads' as the primary target module. You can build the report using any of the data from the lead record or data from related entries of these leads.
Ensure the 'ID' field from the leads module is included in your rows and columns (Sugar Market needs this later).
**Add Email addresses to the report using the exclusive 'Email Address' folder from the related reporting modules.
** The 'Opt-out' is Y/N would be available for filtering here as well
In Sugar Market, create a Distribution List of type "Dynamic Distribution List"
Connect the list using 'Sync User' credentials - Test Connection and Save (check documentation)
Select the report you setup based off leads to act as a distribution list in Sugar Market
Save > Preview > Sync Now (auto-update).
The market sync ensures this list is auto-updated every sync cycle
I hope this helps.
Kind Regards,
Sheldon Pereira
CRM Strategy
