Mastering Microsoft Dynamics CRM 2016

Creating a marketing list

Perform the following steps to create a marketing list:

1. Navigate to Marketing | Marketing List and click on the + NEW button. The following form of marketing list will load up:

The following are some of the important details of the Marketing List:

• • List type: This defines the type of the marketing list, that is, Static or Dynamic.
  • Targeted at: This defines the target audience of the marketing list. It can be Account, Contact, or Lead.
  • Cost: This is the cost set for the execution of the campaign.
  • Members: This is a collection of all the records that are to be targeted in the campaign.
  • Campaign: This is a collection ...