Create a dynamic list based on your collected data and always be up to date with your audience in SugarCRM! The Solutions Metrix Dynamic Target List add-on empowers you to easily build dynamic lists based on best practices, combining the strength of reports with the efficiency of prospect lists.
User & Admin Guide
How to use SM Dynamic Target Lists :
1. Create a record in “Target List” (#ProspectLists) module
2. “Target List” (#ProspectLists) in subpanels will have three new options 2.1 Default Options 2.1.1Link Existing Record 2.1.2Select from Reports
2.2 New Custom Options 2.2.1 Access Report : Option will be enabled only if report is linked via “Sync with Report” option 2.2.2 Sync with Report : Will open a drawer that allows user to select report
2.3 Unlink Report :Unlink report that was linked/synced via “Sync with Report”
3. Sync with Report
3.1 Will open a drawer that allows user to select report
3.2 On selection of the report, report will be linked and report data will be synced with Target List
4. Access Report
4.1 Option will be enabled only if report is linked via “Sync with Report” option
4.2 On click of the option, it opens a report in a new tab
5 Scheduler
5.1 A new custom scheduler is now available that will sync linked reports data to the Target Lists
NOTE : Scheduler is available for Admin User only.
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