Building Target Lists from Reports in SuiteCRM

In this video, I’ll show you how to build Target Lists in SuiteCRM from reports. 📊

Using reports to create Target Lists can save you time and help you target the right audience for your campaigns. I’ll guide you through the process of extracting data from reports and turning it into actionable Target Lists.

I’ll start by explaining why combining reports with Target Lists is useful for your CRM strategy. Then, I’ll walk you through each step of the process. You’ll learn how to generate reports, filter the data, and use that information to build and manage your Target Lists effectively.

By the end of this video, you’ll be able to create precise Target Lists from your reports, making your marketing and sales efforts more efficient.

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#SuiteCRM #TargetLists #CRM #Reports #DataManagement #MarketingTools #SuiteCRMTutorial #BusinessGrowth

1:29 - Creating a Target List
2:49 - Building the Report
6:03 - Add Report Records to a Target List

🇩🇪 German version: https://youtu.be/Yb-LayCDMm0

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Видео Building Target Lists from Reports in SuiteCRM канала Bastian Hammer