Tips/ Tricks for Campaign List Clean-Ups?
I am on the marketing team at our company. As we are beginning to develop our company's marketing strategies using Zoho, we want to be really smart about how we segment our contact lists based on where our prospects are in the sales funnel. This will most likely require some light auditing from the sales team. I envision myself running reports based on contact category and owner to break up the lists for eyeballing.
Does anyone have any successful practices in this department? Are there any tools in Zoho to help with this?
Thanks!
Julie