Categorize Blast Emails as Marketing Central to Unclog Redtail Reports | Voters

Categorize Blast Emails as Marketing Central to Unclog Redtail Reports

Ciara

When blast emails are sent to clients integrated with Redtail, recommend the feed categorizes as Marketing Central so note reports can be filtered to remove unnecessary data.

April 9, 2024

Howard Reizun

Or categorize automate email it as Email Sent or marketing Email. General information is so general and hard to filter the emails sent