Microsoft Dynamics® CRM 2011 Step by Step

Chapter 8. Managing Campaigns and Quick Campaigns

Chapter at a Glance

In this chapter, you will learn how to

• Creating a Campaign

• Adding Planning Activities

• Selecting Target Marketing Lists

• Adding Target Products and Sales Literature

• Relating Campaigns

• Creating Campaign Templates

• Copying Campaign Records

• Using Quick Campaigns

In Chapter 7, 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 ...