Separate Prospect Contact List
J
Jennifer
We'd like to have the ability to sync our Wealthbox clients PLUS upload a separate list of prospect clients that will NOT go into Wealthbox - for emailing purposes. We love the emailing capabilities (building emails and then scheduling them/adding to the marketing calendar), but we have a prospective list of very basic info (just names and emails) we need to email as well. Currently we're having to rely on separate programs (such as Constant Contact) to email these lists.