From fc481c2d0ea735eab824cccb53aa19a0913a087d Mon Sep 17 00:00:00 2001 From: Floke Date: Sat, 28 Feb 2026 18:42:22 +0000 Subject: [PATCH] [31588f42] docs: add Selections strategy to README --- connector-superoffice/README.md | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/connector-superoffice/README.md b/connector-superoffice/README.md index 32a30129..7c3df3f8 100644 --- a/connector-superoffice/README.md +++ b/connector-superoffice/README.md @@ -325,6 +325,13 @@ SuperOffice contains a shared product catalog. Roboplanet's hardware portfolio i **Usage:** When creating Quote Lines (`Quote/Line`), linking to these families helps in reporting pipeline value by robot model. +### 20. Selections & Target Lists + +Selections are the primary tool for grouping contacts in SuperOffice (e.g. for mailings or call lists). + +* **API Access:** `/Selection` endpoints allow reading and adding members. +* **Strategy:** Instead of just tagging contacts via UDFs, adding them to a specific **Static Selection** (e.g., "AI Generated Leads - Review Pending") makes them immediately actionable for sales reps in their "Selections" tab. + --- This is the core logic used to generate the company-specific opener.