Automatic update of target lists

Hello all,

We are using the Suite CRM 7.10.7 version and we are trying to add contacts with specific criteria to a target list. In the past, it seems that it was possible to select the results of a report as the content of a target list. How could we achieve something like this in the current version?

Thank you in advance for your reply. Waiting for your response.


This feature hasn’t changed.

You just create a report (one that includes email addresses from Contacts, Leads, Targets or Users), and then from the Report’s Detail View, open the Action menu and select “Add to Target List”.