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Emailing from an excel spreadsheet

edited Nov 22, 2019 6:05PM in CRM 1 comment

Does anyone know how you can use NS to email a list of customers contained within an excel spreadsheet?

Occasionally we purchase customer lists that have a fixed duration of usage (30-90 days, up to one year, etc.) after which point you can no longer contact those customers.  I don't want to import this list into NetSuite because I don't want these all the be in as customers/leads/opportunities that we'd normally market to.  I want to use this list once or twice and then discard it, except for those folks that come back and register with us.

Is there a way to handle this scenario in NetSuite?  It only makes sense that there is, I can't believe that every single lead under the sun would come through NetSuite, there are going to be these instances where there are outliers.  I'm certain NS has a way of handling them, I just can't seem to figure it out.

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