Hi,
We're new to Zoho CRM, and we're trying to use the campaigns to send some targeted emails. We have public views defined in the contacts tab, and we'd like to send a distribution to these contacts.
We can't use the filters as there's muiltiple criteria, and I don't want our users to have to define these each time.
For example, I have a view where Contacts.Role must be "Accounts" or "Sales" and Contacts.Location must be "Building A", and a few other criteria.
When I go to create a campaign though, I can't see this public view.
Should I be doing this a different way, or am I missing something?
Thanks
Luke