como crear una vista en CONTACTOS con un filtro que hace referencia a CUENTAS
Buenas a todos,
Writer
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La información que almaceno en Zoho CRM es de diferentes tipos de CUENTAS, supongamos tipo a, tipo b, etc. Esto lo tengo identificado en cuentas en el campo "calificacion".
A cada cuenta le corresponden n contactos.
Necesito enviar constantemente correos usando campaigns, pero solo a contactos del CRM de un determinado tipo de CUENTA y no se como aplicar ese filtro en la vista. Ni siquiera se si es posible hacerlo ahí, o debe hacerse esto en otro lado.
Ojalá alguien pueda ayudarme.
Gracias
Juan
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