This task requires permissions that are found in all default marketing security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Marketing Permissions
Open the dynamic marketing list to which you want to add new members or edit the existing members.
Under List Tools, on the Marketing List Members tab, in the Actions group, click Manage Members.
In the Manage Members dialog box, click Select, and then click the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types Record types that are associated with another record type. For example, most record types have a related Notes record type..
The Related section of the Select list shows the related record types. When you select a related record type, a new line appears with another Select list for the related record type.
Click Equals, and then click a query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value..
Click Enter Value, and then type the value that you want to locate (for example, "Seattle" or "E-mail").
For some values, you can click the Lookup button to open the Select Values dialog box and select the value you want.
Select the record type that includes the columns you want to add.
Select the check box next to the columns you want to add. If a column isn't listed, contact a system administrator.
Click OK.
Click Use Query.
The records that match the query are added to the dynamic marketing list.
Note
Based on the member type of the list to which you are adding records, a member can be an account, contact, or lead. For example, if you open a leads list, any you can add new leads to the member list, but you cannot add accounts or contacts.