Removing Selected Members from a List

As mentioned previously, marketing list members do not update dynamically the same way that lead, contact, and account records are updated in the system; members stay on the list until you manually remove them. In addition to removing records with the options discussed earlier, Microsoft Dynamics CRM allows you to remove members from a list individually by using the Remove From Marketing List command.

In this exercise, you will remove individual members from your Illinois Contact list.

Note

Removing Selected Members from a List

USE a user account that has the Marketing Manager security role or another role with privileges to manage marketing lists.

BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site before beginning this exercise.

  1. In the Marketing area, click Marketing Lists.

  2. Double-click the Illinois Contacts marketing list used in the previous exercise.

  3. In the left navigation area, click Marketing List Members.

  4. Without opening the marketing list member record, select at least one member that you want to remove from the list.

  5. In the grid toolbar, click the More Actions button. In the menu that opens, click Remove from Marketing List.

    Removing Selected Members from a List
    Removing Selected Members from a List

    A confirmation page appears.

  6. In the Remove Members dialog box, click OK to remove the selected member from the list.

    Important

    This action permanently removes the member from the list. If you want to undo the change, you will need to re-add the member to your list.

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