Hi,
I use ZOHO to track two types of businesses - completely different
So I have in database full mixture of Accounts and Contacts
I differentiate only Potentials by Service type, so one business have 1 Service type and second business have 2 Service type.
I have two questions:
1. How to filter contacts connected with only 1 Service type? - I want to do mailing to this group
2. For future - how to differentiate Leads/Accounts while enter to CRM and have 2 groups connected with specific business?
Thank you for your help
Paweł