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  • Forum Post: List Management

    Jared S
    In CRM Dynamics 2011 is there anyway to segment a single marketing list based on criteria of the list member? I'm trying to take a list of Leads, add them to a Marketing List, associate the Marketing List to a Campaign, and then add each List Member to a different Campaign Activities depending on...
    on 17 Aug 2011

  • Forum Post: CRM 2011 Outlook Client - Outlook Contacts and vcards to CRM Leads.

    Joseph Ramil
    Does anyone know if microsoft plans to add this functionality to CRM Outlook Client/Outlook integration? Its easy to map vcards and outlook contacts to crm contacts and to create crm contacts from outlook contacts, vcards and the address book. One of the most frustrating features lacking is the...
    on 24 Jul 2012

  • Forum Post: How do you share all leads to another user?

    Jonathan Gough
    I have over 10,000 leads and I want to share these with another user so we can both work on it. Is there a way to share all of these at once? Or am I going to have to go page by page, selecting 250 and going on share in the toolbar. Thanks
    on 27 Oct 2011

  • Forum Post: neglected lead reminders

    Victoria Bosworth
    I would like to create an automatic email to my sales team to remind them they have a 'neglected' lead. Neglected would mean they have not touched the lead in two days after it was assigned. I found a how-to webpage (see below link), which i followed but it doesn't work. In my version of...
    on 6 Feb 2013