Re: Contacts and Campaigns

Jeremiah — Thu, 05 Feb 2015 15:12:59 GMT

Thanks Justin

Re: Contacts and Campaigns

Method_Justin — Wed, 04 Feb 2015 20:38:53 GMT

Hi Jeremiah,

You could add a dropdown to your Opportunity table for "Realtor", choosing the Contacts table as the list of values for the dropdown and RecordID as the value to display. You'd also want to add a Linked Field for the Contact's (Realtor's) Name, linking it through the dropdown you just created. This will allow you to select the Name field for the list of values when you place the dropdown on your screen, instead of the RecordID field.

You could then add the dropdown to your Opportunity screens, filtering it to only show Contacts where their Campaign = YourRealtorCampaign (or Contact Type = Realtor, if you have something like that set up). This will allow you to associate a Realtor with each Opportunity, at which point you would be able to run reports or build a grid to list all the Opportunities a Realtor has given you.

Hope this helps.

- Justin

Contacts and Campaigns

Jeremiah — Wed, 04 Feb 2015 15:22:58 GMT

The majority of our new business comes from Realtors. We've set up a Realtor Campaign and want to track how many Opportunities each Realtor gives us. I see we can add Contacts to a Campaign, but how would we associate individual Opportunities to a Realtor set up as a Contact under the Realtor Campaign?

Method:Classic General Q&A

Re: Contacts and Campaigns

Re: Contacts and Campaigns

Contacts and Campaigns