Mailing List creation from Project Role/Contact

Add existing contacts from Contacts and Project to Mailing Lists

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOUR

    Mailing Lists on Odoo is a great tool to manage Email Marketing contacts. However, in order to add existing contacts from other Apps to Mailing List, user needs to manually add new contact or import a list of contact.

    CLUEDOO BEHAVIOR

    Cluedoo proposes a solution to add multiple existing contacts from Contacts and Project Role to Mailing that takes just a few clicks.

    CLUEDOO RECOMMENDATION

    To be installed in 100% of your database as an useful tool to increase Mailing List database.

    OUR FEATURES AS SOLUTION

    Add existing contacts from Contacts and Project to Mailing Lists

    HOW TO USE THIS MODULE ?

    1. From Contacts

    On Contacts master data, choose List View.



    Select multiple contacts, go to Action and Create Mailing List.




    On pop-up wizard, choose Mailing List and confirm by click "Add partner to mailing list".




    All selected contacts have been added to destination Mailing List.




    2. From Project

    Each project has a list of Contact Role. It is possible to add these contacts from multiple projects to Mailing List.

    Note: dependent on the module Project Role Matrix