How to list PEOPLE associated with an Organizational search ...

Rob Grooms
Rob Grooms Posts: 4
edited July 12 in Sales CRM #1

We do not enter email addresses for organizations, only people.   How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations?

Example:  We have a custom field for ORGANIZATIONS that denotes them as a new account.  I would like to send a bulk email to those PEOPLE.  How can i combine search criteria for ORGANIZATIONS to produce a list of people to include in my "campaign" ...?      Thanks in advance for any suggestions!  :) 

Comments

  • Rob Grooms
    Rob Grooms Posts: 4
    edited July 2021 #2

    Ummm / Just had to work this out myself ... asked and answered on my own - sorry for the dumb question!