Marketing Functions

How to: Create a Marketing List
This article explains how to Create A Marketing List. 1. Click on the Marketing tab, select Marketing Lists. 2. Click the NEW button t...
Mon, 1 Jun, 2015 at 7:38 PM
Adding Members to a Marketing List
Adding Members To A Marketing List By Lookup This method allows for you to add members to a marketing list individually. 1. Cl...
Mon, 1 Jun, 2015 at 7:39 PM
Creating Opportunities From List Members
Microsoft Dynamics CRM allows you to easily create new opportunities directly from the members grid of a marketing list that has account or contact members....
Mon, 1 Jun, 2015 at 7:40 PM