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Mail merge from saved searches

edited Nov 22, 2019 10:26AM in CRM 4 comments

I am having trouble getting a saved search to show up in the group drop-down on the email form. The search pulls the correct data so it is sooooo frustrating to be this close and yet so far from the answer. What makes this/any search show up for one of the group types listed (prospects is not an option).

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