Marketing lists provide a convenient way to group accounts, contacts, or leads for use in marketing or outreach campaigns. Marketing lists can help you keep track of key customers, prospects invited to an event, all companies located in a particular geographic region, and more.

Microsoft Dynamics CRM restricts marketing lists members to accounts, contacts, or leads.

Because attributes can vary between accounts, contacts, and leads, each marketing list can contain only one member type. If you want to send a letter to both customers and prospects, you will need to create multiple lists.

You must manually keep your marketing list members current.

You can add, remove, or update members from a list by using an Advanced Find query.

Locking a marketing list prevents members from being added to or removed from the list.

You can use the members of a marketing list to quickly create opportunities or targeted distribution lists for mail merge documents.