Why can I not see all contact lists in the 'Email to Sales' workflow action?

In your account, you will end up having many contact lists. A contact list may have many use cases:

Groupings of prospects/external contacts for the purpose of communication
Groupings of sales employees for internal communication
Groupings of marketers for internal communication

You have the option to send communications to lists of people in the context of workflow actions. To simplify the list referencing there is a target attribute on all contact lists.
The 'Email Sales' workflow action is primarily used for sending emails to internal employees.

To reduce the probability of mistakes (sending lead notifications to your clients), ActiveDEMAND has a 'target' attribute that can be set on a contact list. In the list editor, those lists that have a target set to 'Sales' is an indication that that list will be used for internal communication.

Thus you will only see those lists that have the target attribute set to 'Sales' in your sales workflow action dropdowns.

Quick Start: Contact Lists and Segments

Contact List Building Basics (video)

Updated on: 28/10/2022