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How To Send A Campaign Based on Account

Updated over a year ago

Our dedicated salespeople can now send personalized campaigns based on specific accounts, making our outreach more targeted and effective than ever before. This means we can tailor our messaging to suit the unique needs and preferences of each account, fostering stronger relationships and driving even better results.

1. At the upper part of the CRM homepage, click on Marketing. Then, click on Campaign.

2. Then, New Campaign.

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