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Microsoft Dynamics CRM (Archived)

Can you add a lead to a marketing list in Dynamics CRM online?

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I cannot seem to figure out how to add a lead to a marketing list, is this possible?

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  • Verified answer
    Nuno Profile Picture
    2,005 on at

    I Chelsea,

    Yes, you can. To a marketing list is possible to add one of the next member types: leads, accounts or contacts.

    The type of the members to add to the marketing list is set on its field 'Target At'. So this Drop Down List must be set with the Lead value in order to add leads.

    www.microsoft.com/.../create-a-marketing-list-in-the-crm-marketing-work-area.aspx

  • Community Member Profile Picture
    on at

    Thank you!  So if you want to send a campaign to leads and contacts you would need 2 separate marketing lists?

  • Nuno Profile Picture
    2,005 on at

    Yes, that's it. One for contacts and the other one for leads

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