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Alexis_D_Alba1
Alexis_D_Alba1
Level 5
February 24, 2017
Question

Sending to primary contacts

  • February 24, 2017
  • 1 reply
  • 1439 views

Hello!

Is it possible to send to primary contact on the account level? For example, i'd like to send an email to only primary contacts is the retail industry using x our products.  We have multiple contacts associated with the accounts, but I only want to send to the primary.

Thanks for your help in advance!

Alexis

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
February 25, 2017

Each system is different. Is there a flag for Primary on the Contact record? I believe you can do this from the Opp as Has Primary Role on the constraint, but that isn't often accurate if Sales isn't forced to do that.

We have a field like Has Account Status=Primary or Account Admin=T

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