Skip to main content

Hi everyone,

 

Looking for a little assistance, as my company is brand new to Salesforce.  We are organizing our contacts by assigning them topics.  For example, John Doe may be a GM, and so we assigned him the topic GM.  We were under the impression we could go in and send an email or communication to all people using a certain topic.  Has anyone done that before?  Or any other advice?  Thank you!

3 answers
  1. Apr 17, 2024, 7:48 PM

    Hi Mikey and Archana.  Thank you for your help!  We figured it out through filtering in the all contacts page, and then filtering for the topics we have assigned to our individual contacts.

     

    BUT, if anyone has a better way let me know

0/9000