Cómo agregar contactos a campañas filtrando por campos de cuenta
Hola, hemos retomado el proyecto Zoho CRM y algo que podíamos hacer hace un año ahora no podemos. No sé si es porque no encontramos la forma, o porque Zoho ha eliminado la posibilidad.
Nosotros tenemos mucha información en los campos de la cuenta (sector, facturación, empleados....). Esta información antes la podíamos utilizar para hacer segmentaciones de contactos al añadirlos a campañas. Pero ahora sólo podemos filtrar por campos de contacto.
Por ejemplo. Podíamos escoger contactos que fueran del sector banca, con más de 1000 empleados, siendo ambos campos pertenecientes al módulo de cuentas. Estos contactos que nos salian filtrados los podíamos añadir directamente a la campaña y ejecutarla. Ahora no encuentro esa posibilidad.
Nos salía una pantalla a la hora de 'Agregar contactos a la campaña' donde podíamos ir seleccionando campo a campo qué valor tenía que tener y qué relación tenían entre sí los campos (de 'Y' o de 'O'). Pero ahora esa pantalla no sabemos verla.
¿Nos podéis echar una mano?
Gracias!
Ana
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