[Applies to: Microsoft Dynamics CRM 4.0]

Create or edit a marketing list

Can I do this task?

1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
2. On the Actions toolbar, click New, or open the marketing list that you want to edit.
3. On the General tab, you must enter information in the following boxes:
   • Name
   • Member Type

   Enter any other information that you have for the list. If you want to prevent members from being added or removed from the list, set Locked to Yes.

4. On the Notes tab, click Click here to enter a new note and add any other information that applies to your marketing list.
5. Click Save or Save and Close.

   Notes

   • After you create a marketing list, you cannot change the member type.
   • After you create an empty marketing list, you must add marketing list members before you can use the list.
   • In Cost, you must enter a value with commas and decimal points only. Do not enter a currency symbol.

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