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Heese Mass Email Only Primary Contacts
I want to send a mass email to all of my contacts in my accounts but I
want to limit it to only the ones marked as primary in the contact
role. Is there any way to do this?
1. Create a report (Opportunities with Contact Roles)
2. Set a filter where Primary = True
3. Run your report and click Add to Campaign button
4. Do your mass email to this campaign
Hope that helps,
Sati
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Regards
Venu E