Is there a way to establish campaigns based on a customer's prior carrier? If so how?

Question

We have a number of customers we want to go back and requote. We want to produce a list that shows all the customers we spoke to in the past who were with a certain carrier. How do we establish a list like this in Salesforce?

Kermit Del Rosario · Answer

Hi Ruben,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the group below to collaborate with the experts for best practice and advice.

https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001sArCAI

Hope this helps.

Regards,

Is there a way to establish campaigns based on a customer's prior carrier? If so how?

Sales And Marketing

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