Highlevel Overview

Create a dynamic list based on your collected data and always be up to date with your audience in SugarCRM! Using the SM Dynamic Target List add-on by Solutions Metrix, you can easily build dynamic lists based on best practices, combining the strength of reports with the efficiency of prospect lists.

Benefits of dynamic target lists

These types of lists simplify many processes, so there are a few reasons you should consider prioritizing dynamic target lists over static lists.

  • Maximize audiences/lists structure by creating smart target lists from custom reports
  • Allow user to select sync report data to Contacts, Accounts, Leads, and Targets subpanels of Target List record
  • Easily link reports to the target list and select the synchronization frequency
  • Consult and analyze audiences in real time with the daily scheduler (Contacts, Accounts, Leads and Targets subpanels of Target List record)
  • Latest report will synchronize based on daily scheduler to provide accurate data from target lists
  • Generate significant sales, marketing and services insights by using SM Target Lists

How it Works

1. Create a record in “Target List” (#ProspectLists) module

Create records using the SM Dynamic Target List add-on for SugarCRM

2. “Target List” (#ProspectLists) in subpanels will have three new options

  • Default Options
  • Link Existing Record
  • Select from Reports

3. Sync with Report

Sync reports using the SM Dynamic Target List add-on for SugarCRM

4. Access Report

Access reports using the SM Dynamic Target List add-on for SugarCRM

5. Scheduler

Schedule using the SM Dynamic Target List add-on for SugarCRM

To learn more about this solution, go to SM Dynamic Target List or search for "target list."

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