Emails Letters and Mailing Lists-Send Communication Based on Custom Report Criter
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Communication Basics : Send Communication Based on Custom Report Criteria
Send Communication Based on Custom Report Criteria
Communication may be sent to selected reps based on custom criteria that you specify as you create a custom report.
For instance, your custom criteria might display those in a certain zip code area, or those that employ over 100 full-time employees. After displaying the results of your custom criteria selections, select Create a Group, type a Group Name, and select Submit. The next screen will give the option to Contact Members.
Figure 1-9a Create a group from Custom Report criteria
See “Create a Group from Custom Criteria” in the Reports and Downloads section for complete instructions on specifying your custom criteria and creating the group.