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Dear fellow CRM Users.
I have a few question regarding marketing lists and campaigns. First of we are using CRM 2015 (7.0.1.129).
Before we roll out the marketing part i've watched some youtubes the get to know the marketing part of CRM. I'm basically down on how everything works but still have some questions (weird stuff). In most tutorials i find on youtube regarding marketing lists they show a field members. Now in my entity i do not see a members field and i know for a fact there are members. I've tried to edit the form but can't find a field called members. Shown on this picture:
As you can see no members field. The picture below also states there are 3 members in the list but it's also the picture for my second question.
When i make a campain of that list and add an activity (for example an phone call) and stat the call with i get all my accounts? Whats up with this? shouldent it just be the members of the list(s) i selected or am i wrong?
(Sorry small picture but there are 3 members in the list and still i see all my accounts on the activity).
If someone could clarify this that would help alot thanks.
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For your second problem, it's not done the way you are doing it. After you add members to your list, go back to campaign and add the relevant list there. and on the campaign you add campaign activities and later distribute it and then when u come back to marketing list, you will be able to see activities already created here
crmbook.powerobjects.com/.../working-with-campaigns-and-quick-campaigns
Thanks Rutul that solves the first problem i'm having. I had to create a new Main form though which is a bit weird but it got the job done. Now for my second problem.
Hi,
Actually you are on Marketing list: Information form. There will be form with members portion. If not you can create new Main form in configuration window.
Hope this will help
Regards,
Rutul
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