Accounts, Campaigns, Opportunities
Hi all.
Struggling to work with Opportunities and Campaigns since I can only view the recipients (Especially in a campaign) at the contact level.
What I sell is decided at the Account level and I'm currently unaware of how to contain my Accounts in a Campaign view.
I were to sell Fire Department Communications equipment (which I do not), if I wanted to create a "Lightbar 4000XL" Campaign, I would be unaware of those on the recipient list that work at a particular department. "Firefighter Joe" may work at Bellvue Fire and "Firefighter Steve" may work at Pasadina Fire - yet in the campaign recipient list, they are only listed by their name (and not account).
Struggling to work with Opportunities and Campaigns since I can only view the recipients (Especially in a campaign) at the contact level.
What I sell is decided at the Account level and I'm currently unaware of how to contain my Accounts in a Campaign view.
I were to sell Fire Department Communications equipment (which I do not), if I wanted to create a "Lightbar 4000XL" Campaign, I would be unaware of those on the recipient list that work at a particular department. "Firefighter Joe" may work at Bellvue Fire and "Firefighter Steve" may work at Pasadina Fire - yet in the campaign recipient list, they are only listed by their name (and not account).
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