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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 8. Using Marketing Lists

Chapter at a Glance

Using Marketing Lists

In this chapter, you will learn to

Create a marketing list.

Add members to a list by using a lookup.

Add members to a list by using Advanced Find.

Remove members from a list by using Advanced Find.

Evaluate members included in a list by using Advanced Find.

Remove selected members from a list.

Copy members to another marketing list.

Create opportunities for list members.

Use mail merge to generate a Word document that includes list member information.

Organizations rely on proper communication with their customers and prospects. Marketing is often described as a process by which an organization ...

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