I am trying to set up campaigns for potentials. Mainly for customer fall off.
Is there a way to set up a campaign and import potentials? When we have a potential that is not interested we wanted to add them to a campaign and send out a survey.
Survey is to find out why they weren't interested, and the campaign is an email campaign to attempt to get them back in the future.
Problem I am having is that there is no way to import potentials into campaigns.
I understand campaigns are meant to convert leads and contacts into potentials, but we want to have campaigns based on criteria within potentials.
Is there a simple fix for this? Or does this require an association of potentials to their contacts. Our potentials are listed by address, so when a potential is lost then re-acquired the existing potential then gets updated.