Add or remove a customer record in a marketing list

Can I do this task?

You can add a lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., account A company that might do business with your organization., or contact A person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. to a marketing list A list of accounts, contacts, or leads that matches a specific set of criteria.. You might sometimes find the record you want is already in the list, having been added from another area of Microsoft Dynamics CRM.

1. In the Navigation Pane, click Sales, and then click Leads, Accounts, or Contacts.
2. In the list, open the record you want.
3. In the Collaborate group, click Add to Marketing List.
4. In the Look Up Record dialog box, select the list you want and click OK.
5. Click Save or Save and Close.

Note

To remove a record from a marketing list, open it from within the marketing list. In the Navigation Pane, under Marketing, click Marketing Lists. Select the list you want, and, in the Records group, click Remove. In the confirmation message, click OK.

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