Target Lists Tip 2

Share

Facebook
Twitter
LinkedIn

As detailed in my last blog there are 2 ways to populate the information on a target list.  You can either go through each of your contacts individually and add them or add them all in one go from one of your current reports.  Today I’m going to explain how to do it from a report.  It’s very simple indeed!

Report ListYou have several areas to choose from when it comes to populating your target list.  You can do it under leads, targets, contacts, users or accounts depending on what your target audience is and how you would like it to sit in your SugarCRM database.  Once you’ve chosen your ideal field, you select the action button next to it and click on ‘select from reports’.  This will take you to all the report lists that are currently set up.

Once you have found the report list that you wish to use, you will see that the name of it is highlighted in blue.  Click on this and voila, your list has been populated!

So I know what the next question is.  How do you create a report?  Come and check out my blog next time and I promise, I’ll tell you all about it!

Upcoming Events

SEPTEMBER 2022

SEPTEMBER 6th MONDAY.COM COURSE
SEPTEMBER 8th MONDAY.COM COURSE

OCTOBER 2022

OCTOBER 11th MONDAY.COM COURSE
OCTOBER 13th MONDAY.COM COURSE

NOVEMBER 2022

NOVEMBER 15th MONDAY.COM COURSE
NOVEMBER 17th MONDAY.COM COURSE

Our Industry Learning
software partners

Our Experts Can Help

First Name
Last Name
Email
What can we help with?
Anything else we should know?

Recent Posts

Categories

Newsletter

Newsletter Sign-up *

Get insider tips, industry news and content specific for CRM, Salesforce, SugarCRM and monday.com – all for free!

August 2022

MO
TU
WE
TH
FR
SA
SU
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
Events for August

1st

No Events
Events for August

2nd

No Events
Events for August

3rd

No Events
Events for August

4th

No Events
Events for August

5th

No Events
Events for August

6th

No Events
Events for August

7th

No Events
Events for August

8th

No Events
Events for August

9th

No Events
Events for August

10th

No Events
Events for August

11th

No Events
Events for August

12th

No Events
Events for August

13th

No Events
Events for August

14th

No Events
Events for August

15th

No Events
Events for August

16th

No Events
Events for August

17th

No Events
Events for August

18th

No Events
Events for August

19th

No Events
Events for August

20th

No Events
Events for August

21st

No Events
Events for August

22nd

No Events
Events for August

23rd

No Events
Events for August

24th

No Events
Events for August

25th

No Events
Events for August

26th

No Events
Events for August

27th

No Events
Events for August

28th

No Events
Events for August

29th

No Events
Events for August

30th

Events for August

31st

No Events
Events for September

1st