Microsoft Dynamics CRM 2011 Unleashed

Creating Quick Campaigns

As indicated, creating Quick Campaigns is easy. To launch a Quick Campaign, click the button Create Quick Campaign from either the Contact, Account, or Lead forms. For this example, you launch a Quick Campaign from Advanced Find using the Contacts entity.

1. Open Advanced Find and select Contacts as the base entity. You’ll do a targeted Quick Campaign for all your Contacts in the state of California (see Figure 9.18). Select Find to continue.

Figure 9.18 Advanced Find for Contacts in California.

2. From the results screen, select Create Quick Campaign, and select the option indicated (see Figure 9.19). In this example, ...