Microsoft Dynamics® CRM 4.0 Step by Step

Chapter 8. Using Marketing Lists

Chapter at a Glance

In this chapter, you will learn to
✓	Create a marketing list.
✓	Add members to a list by using a lookup.
✓	Add members to a list by using Advanced Find.
✓	Remove members from a list by using Advanced Find.
✓	Evaluate members included in a list by using Advanced Find.
✓	Remove selected members from a list.
✓	Copy members to another marketing list.
✓	Create opportunities for list members.
✓	Use mail merge to generate a Word document that includes list member information.

Organizations rely on proper communication with their customers and prospects. Marketing is often described as a process by which an organization ...