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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 9. Managing Campaigns and Quick Campaigns

Chapter at a Glance

Managing Campaigns and Quick Campaigns

In this chapter, you will learn to

Create a campaign.

Add planning tasks.

Select target marketing lists.

Add target products and sales literature.

Relate campaigns.

Create campaign templates.

Copy campaign records.

Use quick campaigns.

In Chapter 8, you learned how to use marketing lists to group your customers and prospects into lists. However, marketing lists make up just a small piece of a marketing strategy. After you’ve defined your customer or prospect groups, you can use marketing campaigns in Microsoft Dynamics CRM to communicate with each group and track the responses. ...

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