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

2. Open the marketing list to which you want to remove 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 Advanced Find to remove membersa. Select options to search for list members that you want to remove from your list, and then clickFind. More information: Find Thingsb. To remove all the records returned to the list, click Remove all the members returned by thesearch from the marketing list, and then click Remove from Marketing List.c. To remove just the selected records from the list, select the records you want to remove, clickRemove only the selected members from the marketing list, and then click Remove fromMarketing List.Use Advanced Find to evaluate membersa. Select options to search for and locate list members that you want to keep on your list, and thenclick Find. More information: Find Thingsb. To keep all the records returned to the list, click Keep all the members returned by search inthe marketing list, and then click Update Marketing List.c. To keep just the selected records from the list, select the records you want to keep, click Keeponly the selected members in the marketing list, and then click Update Marketing List.7. Click Save or Save and Close.Qualify or convert multiple records at onceCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Sales PermissionsIf you need to disqualify a group of leads or if you decide a group of leads are all good, you do not have to processthem one by one. Instead, put the leads into a marketing list, and then disqualify the whole group or qualify them byconverting the whole group into accounts, contacts, or opportunities all in one step.1. Create a new marketing list.a. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.b. On the Actions toolbar, click New.c. In the Name box, type a name for the list, and in the Member type box, select Lead.d. Click Save.2. Under Details, click Marketing List Members.3. On the Actions toolbar, click Manage Members.4. In the Manage Members dialog box, click Use Advanced Find to add members, and then clickOK.Microsoft Dynamics CRM 4.0 User’s Guide 339