Community
Showing results for 
Search instead for 
Do you mean 
Reply

Making Group of all active customers/prospects

New Member
Posts: 1
Country: USA

Making Group of all active customers/prospects

Hey Everyone! So we are currently trying to make a dynamic group with all active customers/prospects. Have any of you guys done this before? what would be the best way to make this ? Trying to weed out contacts that are dead or we're not too worried about.

Nickel Super Contributor
Posts: 939
Country: USA

Re: Making Group of all active customers/prospects

Create a dynamic group based on the ID/Status field (assuming that is where you mark the contact Contact vs. Prospect, vs. Vendor, etc).

 

Criteria would be:

ID/Status CONTAINS Customer [OR]

ID/Status CONTAINS Prospect

 

Again, I'm assuming you use the term customer and propect and enter it in the ID/Status Field.

 

See the Dynamic Group section of this article - http://kb.swiftpage.com/app/answers/detail/a_id/12864/kw/12864

 

Good luck!

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com