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Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

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Creating a marketing list

Perform the following steps to create a marketing list:

  1. Navigate to Marketing | Marketing List and click on the NEW button. The following form of marketing list will load up:

The following are some of the important details of the Marketing List:

    • List type: This defines the type of the marketing list, that is, Static or Dynamic.
    • Targeted at: This defines the target audience of the marketing list. It can be Account, Contact, or Lead.
    • Cost: This is the cost set for the execution of the campaign.
    • Members: This is a collection of all the records that are to be targeted in the campaign.
    • Campaign: This is a collection ...

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