01-10-2014 08:04 AM
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.
01-10-2014 11:51 AM
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