1 Reply Latest reply on Feb 24, 2017 9:41 PM by Josh Hill

    Sending to primary contacts

    Alexis D'Alba

      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

        • Re: Sending to primary contacts
          Josh Hill

          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