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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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Using Quick Campaigns

As you have seen, you can plan and track your marketing efforts with campaigns in Microsoft Dynamics CRM. But sometimes you might want to simply distribute a campaign activity (such as a letter, phone call, or e-mail) to an ad-hoc list without the extra overhead and tracking of a full campaign. A quick campaign is a simplified version of a campaign in Microsoft Dynamics CRM that allows you to distribute a single campaign activity to a group of accounts, contacts, leads, or marketing lists.

In this exercise, you will create a quick campaign to track follow-up tasks for a group of leads.

Note

Using Quick Campaigns

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