Target List Builder
The target list builder in the CRM marketing module allows restoration users to get the refined content you create to the right audiences. The module's target list guarantees that the emails you create go to the right recipients.
Eliminate the need to manually configure such items as lists of existing customers, leads, insurance company contacts.
- Users can designate every email to be distributed to a certain email list. Built on automated rulesets, these lists are automatically formed based on how contacts are classified in CRM.
- The lists follow rules in real time, so names automatically fall off lists when they no longer fit the criteria set by list rules.