Thank you in advance for reading this! We would like to create a Campaign for all Contacts that are associated with Accounts that have a value selected for a custom picklist field.
Example- We have identified a subset of Accounts that we have researched and rated as a likely prospect for a certain product line. The Custom Account Field is a picklist with values: Target, Hot, Warm, Cold, Dead. I want create a Contact List view that will show me Contacts that are associated with Target Accounts.
Can you help guide me on the best way to accomplish this? 1) Workflow: Create a field update workflow rule so that IF the person's related Company is marked as a Target it will update a custom Contact field, "XYZ Target"? If this is a viable solution, HOW would I do that? 2) Create a Campaign and then add members via a cross object report?