[Applies to: Microsoft Dynamics CRM 4.0]

Merge marketing lists

Can I do this task?

  1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
  2. From the list, select the marketing list that contains the accounts, contacts, or leads that you want to merge into another marketing list.
  3. On the Actions toolbar, on the More Actions menu, click Copy to.
  4. In the Look Up Records dialog box, select the marketing list you want to merge members into, and then click OK.

    Important

  5. When the confirmation message appears, click OK.
  6. Click Save or Save and Close.

Important

When you copy marketing list members, the marketing lists must both contain the same record type, such as all accounts or all contacts.

Related Topics

Work with Marketing Lists

Creating and Managing Marketing Lists
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