Add or remove a customer record in a marketing list

Can I do this task?

You can add a customer record, such as a lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., account A company that might do business with your organization., or contact A person who represents a customer or potential customer, or an individual related to an account. 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., to a marketing list A list of accounts, contacts, or leads that matches a specific set of criteria.. If a customer record is added to a marketing list from another area within Microsoft Dynamics CRM Online, the customer record is updated to reflect this association. Therefore, if you want to add a customer record, such as a lead, to a marketing list, you might find that the lead is already associated with the list.

1. In the Navigation Pane, click Sales, and then click Leads, Accounts, or Contacts depending on which type of record you want to add to a marketing list.
2. In the list, open the record that you want to add to a marketing list.
3. Under Marketing, click Marketing Lists.
4. On the Actions toolbar, click Add to Marketing List.
5. In the Look Up Records dialog box, locate and select the marketing list you want to add the record to, and then click OK.
6. Click Save or Save and Close.

Note

To remove a record from a marketing list, open the customer record you want to remove from the marketing list. On the Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.

Tip

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