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Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

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Scenario 1

As a part of the marketing team in Contoso, I need to prepare a list of leads with ages less than 25. I should be able to send a promotional email to these leads and also track their response. Based on their response, I should have the ability to track them.

Perform the following steps:

  1. Create a dynamic marketing list: The list should be based on leads and advanced queries should include all the leads less than 25 years of age. As the list is a dynamic one, the marketing list will be automatically updated. Create a new  MARKETING LIST, Targeted At Lead, and add members, as shown in the following screenshot:

Add a query, as shown ...

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