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Best Practice for moving through the pipeline?

Copper Contributor
Posts: 53
Country: USA

Best Practice for moving through the pipeline?

I just completed my first mail merge to email a message to a lookup group (almost 650!) and it went well.

Now, my question is... How do I "mark" those records so that the next time I want to send out that message I ensure it goes only to subsequently-added contacts? We have a constant stream of contacts (students in my case) at various points in the process. Do I change their ID/Status to indicate progress through the process (like being set to ID/Status="Prospect 1" when created, "Prospect2" after they’re sent the first letter, etc), or is there some other/better way to do that?

What’s the best practice?
-drew
www.drewvogel.com

ACT! 2013 Premium; Microsoft Office 2010
Moderator
Posts: 4,395
Country: USA

Re: Best Practice for moving through the pipeline?

With out of the box ACT!, the scenario you've described will be the best way to accomplish this.