I want to clear all old data that i have been entering during trial period . is this possible but without clearing rules and tasks created .
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Can anyone provide a suggestion on how to set up my data so that i can do the following: 1. Maintain two individuals, think husband and wife, under one Organization so that i can email them separately AND 2Maintain numerous individuals at a company, like a Real Estate office, so that i can email them separately However, when i go to create a mailing list, I create one that's contains once record for the husband/wife scenario and unique records for each individual in the Real Estate office scenario. I apologize if this isn't clear enough. Thanks!