Hi - Beginners question…
I have an email sequence running and I’m looking to create a list of contacts that are in the sequence at a certain stage and then to automatically email that list to a specific member of my team (not set up as a user)
More specifically, The day before the final email goes out I want a list of all the contacts that will receive the final email sending to an email address so that we can pick up the phone and call them. I guessing this will mean creating a report, adding that to the email sequence and using a field timer to deliver the list via email. My question is… how do I create the list?