Leads To Target Lists UI?

[RMN]

From what I can see, there is no way to add a Lead to a Target List other than from the List View Screen and bulk selecting…

Is this the most logical way to do this?

For instance suppose you are working in a Lead Record and you want to add them to the Target List from within the Lead Detail View. That doesn’t seem possible…

[pgr]

• You can add from Reports - this is very versatile.

• You can use my PowerWorkflows add-on to create such a button on the Detail view

• if you add a “Target List” subpanel to the Leads module you might be able to get additional ways to do it

[RMN]

I would really like the Subpanel in the Leads Detail View. I thought it should be there anyway, since there is a default relationship of Leads:TargetLists, no?

[pgr]

Maybe. I guess most people just use the Lead in one Target list, and somebody though it should be kept simple. But it’s not a big effort to add the subpanel, so try it and see how it goes.

[RMN]

Maybe I am missing something, but I don’t see a way to add that subpanel in Studio?

Is that because it’s a default relationship? Or am I doing something wrong?

[pgr]

You’re right, it’s not straight-forward to do from Studio, after all.

I hope this helps:

How to add a Target Lists Subpanel to Leads or Contacts etc?

Hi Matthias, you can add the target list to the contact filter by adding two files: Add the file: custom/Extension/modules/Contacts/Ext/Vardefs/targetlistfilter.php with content: <?php $dictionary['Contact']['fields']['prospect_list_name'] = array ( 'name' => 'prospect_list_name', 'rname' => 'name', 'id_name' => 'prospect_list_id', 'vname' => 'LBL_PROSPECTLIST_NAME', 'type' => 'relate', 'link' => 'prospect_lists', 'table' => 'prospect_lists', 'isnull' => 'true', 'module' => 'Prospe…

You’ll have to adapt that from Contacts module to Leads.