Marketing list

Marketing in Dynamics CRM generally starts with having marketing lists on place. A marketing list is a collection of accounts, contacts, and leads. Marketing lists are created to distribute a campaign.

Marketing lists can be static or dynamic:

  • Static list: In a static marketing list, members are added manually.
  • Dynamic list: In a dynamic marketing List, members in the list are added using an advanced find. When a new record is created that meets the criteria in the query, then it is also added to the marketing list.
..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset