Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

View associated campaigns from customer recordsCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsYou can view a list of campaigns for a customer from within the Customer Record form. When a customer recordis added to a marketing list and that marketing list is added to a campaign, the customer record is updated toreflect this association.1. In the Navigation Pane, click Sales, and then click Leads, Accounts, or Contacts, depending onwhich type of record you want to view associated campaigns for.2. In the list, open the record that you want to view.3. Under Marketing, click Campaigns to see the list of campaigns the customer is included in.Create a quick campaignCan I do this task?This task requires permissions that are found in all default marketing security roles. More informationabout specific permissions and performing this task while offline: Marketing PermissionsYou can use quick campaigns to create one type of activity for many accounts, contacts, or leads at once.1. Select the records or list you want to run a quick campaign on, and then start the Create QuickCampaign Wizard.From a list of records, including the results of a search You can run a quick campaign from any list of accounts,contacts, or leads.a. Select the record or records for which you want to create a quick campaign. If you want to include allrecords on the current page or all records on all pages, then skip this step.b. On the Actions toolbar, click Create Quick Campaign , and then click one of the following:For Selected RecordsSelect this option if you have selected one or more records in the list.For All Records on Current PageSelect this option to include all records on the page for the quick campaign activity.For All Records on All PagesSelect this option to include all records on all pages for the quick campaign activity.From the Marketing Lists list You can run a quick campaign on one or more marketing lists in the MarketingLists list.a. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.b. Select the marketing list or marketing lists for which you want to create a quick campaign.c. On the Actions toolbar, click Create Quick Campaign, and then click For Selected Records.From a marketing list You can run a quick campaign on the accounts, contacts, or leads in any marketing list.Microsoft Dynamics CRM 4.0 User’s Guide 265