welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Create a Marketing List and Add Members in MS CRM 2013.

By Anurag on 4/20/2014
In Microsoft Dynamics CRM 2013, Marketing lists is a related to groups of accounts, contacts, or leads. You can add any member type (Accounts, Contacts or Leads) in marketing lists. A Marketing list can only contain one record type. If you want to add member type (Account) in marketing list. Then you can see the screen shot and follow these steps below.

 

1. Click or Tab Marketing> Marketing Lists then click New Button

2. Enter the name of your list in the Name field (Marketing List Name PKY (Sample)). Then you can select the list member type in the Member Type drop down menu. You can select one of the following options.

  • Lead
  • Account
  • Contact

3. Then you can select Account Option then Save Button.

4. In any Marketing List, in the Members area, click or tab the Add Icon

 

5. Then Open New Window. See the screen shot. You can select option Add using Lookup then click Continue Button.

6. Then Open New Window and you can select Any Account then click Select Button then click Add Button.

7. Then you can see the Marketing List of Member Type.

 

 

MS CRM 2013
Add Members
Marketing List
Author
Blog Calendar
Blog Calendar List
2024 Aug  4  1
2024 Apr  42  4
2024 Mar  84  4
2024 Feb  146  3
2024 Jan  24  7
2023 Dec  23  6
2023 Nov  248  5
2023 Oct  362  12
2023 Sep  952  9
2023 Aug  225  6
2023 Jul  45  6
2023 Jun  25  4
2023 May  44  5
2023 Apr  59  5
2023 Mar  159  6
2023 Feb  149  5
2023 Jan  59  4
2022 Dec  95  7
2022 Nov  277  2
2022 Sep  13  1
2022 Aug  32  2
2022 Jun  11  2
2022 May  6  2
2022 Apr  12  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  14  1
2021 Aug  49  5
2021 Jul  50  4
2021 Jun  1575  5
2021 May  39  3
2021 Apr  2158  3
2021 Mar  207  5
2021 Feb  2437  7
2021 Jan  3602  9
2020 Dec  506  7
2020 Sep  80  3
2020 Aug  752  3
2020 Jul  134  1
2020 Jun  93  3
2020 Apr  85  3
2020 Mar  19  2
2020 Feb  34  5
2020 Jan  46  7
2019 Dec  17  4
2019 Nov  35  1
2019 Jan  23  2
2018 Dec  104  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1202  11
2018 Aug  7  2
2018 Jun  17  1
2018 Jan  70  2
2017 Sep  588  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  64  2
2017 May  21  1
2017 Apr  38  2
2017 Mar  138  4
2017 Feb  818  4
2016 Dec  207  3
2016 Nov  884  8
2016 Oct  314  10
2016 Sep  752  6
2016 Aug  39  1
2016 Jun  1883  6
2016 May  111  3
2016 Jan  71  2
2015 Dec  595  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1470  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5342  4
2014 Dec  17  1
2014 Nov  2260  4
2014 Oct  69  1
2014 Sep  107  2
2014 Aug  5305  1
2014 Jul  49  2
2014 Apr  2588  12
2014 Mar  303  17
2014 Feb  221  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  693  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  61  6
2013 Mar  2332  10
2013 Feb  131  3
2013 Jan  349  2
2012 Nov  61  2
2012 Oct  518  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote