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...