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My CRM system has around 300,000 contacts. I am trying to create a new marketing list with 400 members. Some of the contacts may already be in CRM and some may not. Is there a better way to add member to a list besides doing 1 contact at a time. If I upload the system will create duplicate contacts. Is there a way to upload the list into a funnel of sorts? Any advice?
Do some of the contact have something in common. If so make a View then you be able to add those contact into marketing list.
If the contacts for that marketing list have something in common, you can do an advance find and bulk Add to Marketing List.
Unfortunately, you cannot simply import a list of contacts into a marketing list (via Data Import). You can check out this post here, this solution is another way of using the Advance Find and bulk Add to Marketing List method: www.datixinc.com/import-marketing-list-members-microsoft-dynamics-crm
You can try the Kalvin`s suggestion or the solution on this link:
Exactly right by the others.
If they don't have a common criteria but they are a random 400 (for an untargeted pilot scheme for example) then it would be worth using a broad advanced find just to create a list. for example contacts = active. Next set your records per page to 100 (go to options on the cog item and it's near the top). Then you can add members to the list 100 at a time by adding all the contacts on that page and repeat the process for the following 3 pages.
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