Hello,
I'm trying to send a mass email to only accounts that have had a closed won deal in the last 6 months, I am not able to filter this way from the accounts module but i can from the deals module. However, on the deals module we have several deals under the same accounts. So when we filter down to closed won deals in the last 6 months, some of the accounts will appear more than once. Now on the mass email criteria i can filter down to closed won deals in the last 6 months but i cannot see who the recipients will be, therefore, cannot see if the email recipients will be duplicated or unique.
Please assist with a way to either see the recipients pulled by the criteria or a way to pull unique email addresses.
Thank you.