Can I create a found set of clients with a particular product?

Click into Setup from the Main Menu of CCD and then click on Products:


From here you will need to select the Product that you wish to base this found set of clients on. Once you have found your product, click on the More button to the right of the product:


Now click on the Contract holders tab at the top of the page:


Now you can view all the clients on your system who have the same Product. Then you can either Print contract holder schedule or Create marketing campaign