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

Create or edit a marketing listCan 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 Permissions1. 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:NameMember typeEnter any other information that you have for the list. If you want to prevent members from beingadded 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 appliesto your marketing list.5. Click Save or Save and Close.NotesAfter 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 usethe list.In Cost, you must enter a value with commas and decimal points only. Do not enter a currencysymbol.Activate a marketing listCan 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 PermissionsBefore you can use a marketing list, you must activate it. After the list is activated, you can add or remove members,attach a file, create a follow up activity, use the list in a quick campaign, and add the list to a campaign.1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.2. Select the list you want to activate.3. On the Actions toolbar, click More Actions, click Activate, and then click OK.Microsoft Dynamics CRM 4.0 User’s Guide 335