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Thread: from account to target

  1. #1
    steelcouch is offline Sugar Community Member
    Join Date
    Dec 2005
    Posts
    13

    Default from account to target

    hi,

    what is the most efficient way to create targets from accounts? as I am a B2C - business all my customers are "accounts".

    do I have to fill in both data ("account" and " target") by hand??

    what modifications are necessary to put the "campaign log" from "contacts" to "account"?

    thanks!

    guenter

  2. #2
    mie
    mie is offline Sugar Community Member
    Join Date
    May 2006
    Posts
    23

    Default Re: from account to target

    Hi


    The best way to do this is to export the Accounts using the SugarCRM export option, and import them again as Targets.

    Our SugarCRM User Guide explains exporting and importing, and also explains how email campaigns work.
    Last edited by mie; 2006-05-18 at 06:32 AM.
    My Instant Enterprise

    Authors of the MIE SugarCRM User Guide Now Version 4.5 !

    www.myinstantenterprise.com

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