NPS Campaign: Primary Contact from ConnectWise Manage
under review
P
Phillip Poarch
Currently the only way to filter contacts for NPS is on the Contact Type. In CW Manage the Primary Contact variable is a yes/no, separate from the Contact Type. Another variable to pull would be billing contact is yes/no.
The primary contact selection is found on the company tab in CW Manage.
This would streamline our automated campaigns as we don't set the contact type consistently in our process.
Thank you!
Eben Marks
under review
K
Kerri Milburn
It's so obvious that you would want to send to a primary contact, why this has not already been done is beyond me.