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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 9. Marketing Lists

Creating marketing lists

Marketing lists are groups of otherwise unrelated records. You could use marketing lists to collect a list of customers that should be included in a campaign. You might have a marketing list of your top prospects. You might even keep everyone on your Board of Directors in a marketing list.

Task A Creating a static marketing list

You can create a marketing list that includes accounts, contacts, or leads. Create a marketing list of records if you ever want to include the records in a campaign or quick campaign.

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