How do I create a list and get it into Campaigns?
I want to search all my Relationships that belong to Pacific Contractors Association.
In my CRM, there is a multiple-selection field "Association"
How do I search for everyone who has the field Association as Pacific Contractors Association, and then get that into Campaigns to send them an email campaign?
-- what I do not understand is that the campaigns does not tie into the crm.
-- I can find the records I want in the crm. Now how do I create a list of these for campaigns?
-- do I REALLY have to export my entire CRM and then sort it by hand in Excel and then import it into Campaigns? That makes no sense