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jgriff191 Cross Object Formula Help - Mass email contacts with opportunity stage = "Pledged"
Hello,
I am new to the Salesforce world and have been put in charge of handling our company's CRM. We use the enterprise edition. We use Opportunities for when our salesperson has a sales opportunity. When the contact says they will purchase our product, our salesperson marks the opportunity with the product as "Pledged". This means we still need to receive payment from them. What I would like to do is be able to mass email all our the contacts that are related to any Account where Opportunity Stage = "Pledged". I have tried too many ways and feel as if I am wasting my time trying to figure it out alone. I know I must use cross object formulas but cannot figure it out.
The relationship is as follows: The Contact is related to an Account which has an Opportunity related to it. I need to be able to create a view for my mass email so I can email all contacts from accounts where Opp Stage = "Pledged".
Any help would be GREATLY appreciated. Thank you in advance!
My Email is jgriffith@nwca.cc
Feel free to email me at any time.
-Jordon
Your best bet (easiest to implement) might be to create a custom Account.Opportunity Roll-Up Summary field that returns the COUNT of “Opportunities where Stage = Pledged”.
Then you can run a standard Contact report and query your custom Roll-Up Summary to select only the Contacts from Accounts Count Pledged > 0, and use that for your Mass E-mail/Campaign.
Lemme know if you have any questions, and where to send my Bar Tab.