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Nov 03, 2015 at 03:42 PM

Create a marketing target list from a report

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Hi Community,

I am having some difficulties in creating a marketing target list from a custom report.

I manage to create a target from an existing report (ex : account with open opportunities). Yet I don't manage to create a report which results will be used to create a target list (ex : accounts for which the sum of the orders in 2014 is below a 100k€).

Can anyone help me? Is there something I am mission in the report creation to make it possible?

Many thanks


Best,


François