Merge marketing lists

Can I do this task?

Important

When you copy marketing list members, the marketing lists must both contain the same record type, such as all accounts or all contacts.

  1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
  2. In the list, select the marketing list that contains the accounts, contacts, or leads that you want to merge into another static marketing list.
  3. In the Actions group, click Copy Marketing List.
  4. In the Look Up Records dialog box, select the static marketing list that you want to merge members into, and then click OK.
  5. When the confirmation message appears, click OK.

Related Topics

Work with Marketing Lists

Creating and Managing Marketing Lists

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