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Is there any development ongoing to allow prospecting lists to be imported instead of just created via filter?
We are navigating multiple channels for prospecting efforts and the way vTiger is configured, each lead/contact must fall in one silo or another instead of being able to include them in several lists other than what they are filtered for. We would like to be able to select individual or groups of leads/contacts to different lists for inclusion in multi-channel efforts.
Regional Manager- Channel Sales at Greytip Software Pvt. Ltd.
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You can use the existing module called Contacts List.
Leads/Contacts can be a part of multichannels filters, by having them filtered or tagged on various conditions.
And this can be done by Importing the list of prospects which can further be categorized respectively.
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