Lifecycle Status for Vendors
SOLVE
1 Accepted solution
Lifecycle Status for Vendors
SOLVEHey @StPatrick, thanks for reaching out! This is a really good question.
Whether you use "Vendor" within "Lifecycle stage" or another custom property, I would definitely categorize those contacts somehow. You should know who every contact in your CRM is so that you can include/exclude them in the needed emails/lists/reports.
If there is a set of recurring vendor email domains, you could create a workflow that will automatically set them to "Vendor" if their Email domain = "[vendor email domain]" or if their "Email" contains"[vendor email domain]."
Or if you happen to have a list of the vendor emails you use somewhere, you could do a bulk import and update.
Hope this helps!!
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Lifecycle Status for Vendors
SOLVEHey @StPatrick, thanks for reaching out! This is a really good question.
Whether you use "Vendor" within "Lifecycle stage" or another custom property, I would definitely categorize those contacts somehow. You should know who every contact in your CRM is so that you can include/exclude them in the needed emails/lists/reports.
If there is a set of recurring vendor email domains, you could create a workflow that will automatically set them to "Vendor" if their Email domain = "[vendor email domain]" or if their "Email" contains"[vendor email domain]."
Or if you happen to have a list of the vendor emails you use somewhere, you could do a bulk import and update.
Hope this helps!!
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| Create Your Own Free Signature |
