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Create a Distribution List From Opportunity Stage

New Member
Posts: 24
Country: USA

Create a Distribution List From Opportunity Stage

If one of my Opportunity stages is "needs followup", is it possible to create a distribution list for all of my prospects at that stage for quick emailing?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Create a Distribution List From Opportunity Stage

Here are 2 options for creating a list of contacts from an Opportunity stage:

1. View Opportunity List view > set filters for Opportunity Process and desired Stage > highlight all Opportunities listed > right click in highlighted area > select 'Create Lookup'.  Highlight all of the contacts in the Contact List view and you can send an email to all contacts listed or perform mail merge to the 'Current Lookup'.

 

2. Create a Group with Dynamic Criteria to look for the Stage Name.  Criteria will look something like: Field Type = Opportunity, Field Name = Stage, Operator = Equal To, Value = stage name.  Using the Group, you can then send an email or mail merge.

Greg Martin
Sage
New Member
Posts: 24
Country: USA

Re: Create a Distribution List From Opportunity Stage

Thank you very much!!!