Email Template to multiple "Contacts" using info located in "Potential"
I'd like to email a list of "Contacts" using details found within one specific "Potential". The contacts aren't linked to the Potential.
If I setup an email template in "Potentials" then I can't email all the contacts. If I set the email template up under "Contacts", I don't know how to access the information from the "Potential".
For example, I want to send a list of 100+ contacts the "Last Name" in a specific Potential. Can it be done? If so, how?
Topic Participants
NeilKY
Abhishek - Zoho Partner
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