Hello,
I have recently started a second line of business and this now raises the question how to distinguish the two different contact groups. So far, the second contact group is filed as "leads", but this is not sustainable.
If I put both contact groups into "contacts", I will not be able to distinguish the two lines of business and cannot send targeted email campaigns to one group.
Should I open a second Zoho account for the new business line or is there a smart way to deal with this within one Zoho account ?
If you advise me to open another Zoho account, how can I transfer the data for the new customer group? So far I have input about 35 data sets as "leads". Hence, I would have to transfer (export) the leads only.
What should I do?
Thank you for your reply,
Best regards
Roland Giebitz