Add members to a marketing list

Can I do this task?

1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
2. Open the marketing list to which you want to add members.
3. Under Details, click Marketing List Members.
4. On the Actions toolbar, click Manage Members.
5. In the Manage Members dialog box, click one of the following options, and then click OK:

   Use Lookup to add members

   1. In the Search for records box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
   2. In the list of records, click a record to select it, click the Add Selected Records button to add the record to the Selected records list, and then click OK.

   Use Advanced Find to add members

   1. Select options to search for list members, and then click Find. More information: Find Things
   2. To add all the records to the marketing list, click Add all the members returned by the search to the marketing list, and then click Add to Marketing List.
   3. To add only some records to the list, select the records that you want, click Add only the selected members to the marketing list, and then click Add to Marketing List.
6. Click Save or Save and Close.

Tip

Note

Based on the type of list to which you are adding records, a member can be an account, contact, or lead. For example, if you open a leads list, you can add new leads to the member list, but you cannot add accounts or contacts.

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