Work with Marketing Lists

Marketing lists are lists of accounts Companies that might do business with your organization., contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague., or leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. that match a specific set of criteria.

Create or edit a marketing list

Restore ribbon controls to forms

Copy a dynamic marketing list as a static list

Add or edit members of a static marketing list

Add or edit members of a dynamic marketing list

Add members from one marketing list to another marketing list

Merge marketing lists

Evaluate and remove members in a static marketing list

Qualify or convert multiple lead records at once

Create a quick campaign

What else can I do? More tasks...