You might sometimes want to quickly copy list members from one list to another. For example, let’s assume you have a list of leads who confirmed that they would attend your recent sales event. You decide to lock this particular list to ensure that you have a history of the individuals who responded prior to the event. However, you need to create another list of prospects who actually attended the event so that your sales team can follow up with them. This new list of attendees will contain many of the same members as the RSVP list, but it will also contain some individuals who did not confirm ahead of time and exclude those prospects who registered but did not attend the event. Microsoft Dynamics CRM provides a simple mechanism to add marketing list members from one list to another.
In this exercise, you will copy the Illinois Contacts marketing list used in the previous section to a new marketing list called Illinois Seminar Invites.
Tip
Microsoft Dynamics CRM limits your selection to the maximum number of records displayed in the view. For information about changing the number of records returned per page, see Chapter 2.
Note
USE a user account that has the Marketing Manager security role or another role with privileges to manage marketing lists.
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site before beginning this exercise.
In the Marketing area, click Marketing Lists.
Double-click the Illinois Contacts marketing list used in the previous section.
In the left navigation area, click Marketing List Members to view the members of the list.
Without opening a list member record, select at least one member that you want to copy to your new list.
In the grid toolbar, click the More Actions button, and then select Add to Another Marketing List from the menu.
In the Look Up Records dialog box, the Look for field is automatically set to Marketing List and displays any available marketing lists with the same member type.
Click New to create a new marketing list.
In the New Marketing List form, in the Name field, enter Illinois Seminar Invites. In the Member Type field, select Contact.
Click the Save and Close button to create the marketing list.
The Look Up Records dialog box opens, displaying the Illinois Seminar Invites marketing list.
Select the Illinois Seminar Invites marketing list, and then click OK to add the selected members to the new list.
