Create or edit a marketing list

Can I do this task?

1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
2. In the Records group, click New, or open the marketing list that you want to edit.
3. Under Information, click General, and specify the information in the following required boxes:
   • Name
   • Member Type
4. Enter any other information that you have for the list.
   • If you want to prevent members from being added or removed from the list, next to Locked, click Yes.
   • To specify if you want the members in the marketing list to be static or dynamic, next to Type, click Static or Dynamic, respectively.

     If you click Dynamic, the members in the marketing list will change each time you open the marketing list and navigate to the Marketing List Members area. If you click Static, the members in the marketing list will change only when you manually add or remove members from the list.

5. To add any other information that applies to your marketing list, under Information, click Notes and Activities, click Add a new note, and then enter the information.
6. Click Save or Save and Close.

   Notes

   • After you create a marketing list, you cannot change the member type.
   • After you create an empty marketing list, you must add marketing list members before you can use the list.
   • If you enter a value in the Cost box, you must enter a value with commas and decimal points only. Do not enter a currency symbol.