Howdy everyone,

I've got 7000+ contacts, and need to create my first campaign to ~250 of those contacts.  I've created a report in CRM that successfully isolates those recipients by pulling name, email from Contacts and filtering on a couple of custom fields in Company.  The report works quite well!  So I can export that report and import it into Campaigns.  That's cool.

What happens when we get other people that meet that criteria down the road?

The cool part about Zoho One is the integration.  I really need that integration here.  Can someone help me out?

Note: I tried to make a view, but it doesn't work on the custom fields.

Thanks,

Clay Harryman

Systems Integrator

Process Solutions Corp.

TEXAS