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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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Distributing a Campaign Activity

When you have created and associated the appropriate marketing lists with your campaign activities, you have taken the necessary steps to prepare for the execution of the activity. Then, when you are ready to execute the campaign activity, you will distribute the activity. This action will create Microsoft Dynamics CRM activity records that will exist under the account, contact, or lead records specified in the target marketing lists.

Tip

Most distributed campaign activities are distributed as open activities that need to be completed. The only exceptions to this rule are e-mail campaign activities, because you can choose to automatically send an e-mail when you distribute the e-mail campaign activity.

In this exercise, ...

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