Good, up-to-date marketing lists are often the core of successful marketing campaigns, and Microsoft Dynamics CRM (
The simplest way to add members to a
To create a dynamic marketing list, first open a new marketing list, name it, and save it. Under "Related," click "Marketing List Members." Under "List Tools," in the "Marketing List Members" tab, click "Manage Members." This is where you define your list criteria.
If you want to run a marketing campaign targeted at members of a particular city, such as New York, for example, click "Select," and then select "Address 1: City." Click "Enter Value," and then type in the city you want (in this case, "New York"). This will give you a list of your accounts based in New York.
You can also refine your list with open opportunities worth more than a certain amount that you specify, such as $500 for example. To do so, click "Select," then select "Opportunities (Potential Customer)." This will give you a list of opportunities, of course. If you specified a city or state, it will be a list of opportunities in that city or state.
To then refine the list by the potential sales amount, click "Select," select "Est. Revenue," change "Equals" to "Is Greater Than," click "Enter Value," and then type in the value (such as 500). Now you will get a marketing list of opportunities worth more than $500 that are based in New York. Click "Find," and there is your marketing list. If it's satisfactory, click "Use Query."
If you prefer a static marketing list, you can use Lookup or Advanced Find to add the members you want. Either way,