CRM 2011 Workflow with Marketing List RRS feed

  • Question

  • Is there a way (either built-in or with a custom workflow) to run a workflow process on a Marketing List so that once it is assigned to a user, a task would be created for each contact on that Marketing List? For Example: If the Marketing List was 'New Local Leads', once it was assigned then a task would be created under each contact on the list saying "Send 'Contact Name' Info Packet"??
    Tuesday, February 8, 2011 8:05 PM


  • I am pretty sure you are going to need a Custom Workflow to pull this off as there is no relationship between Contacts and Marketing Lists in the Workflow engine designer going in either direction.
    Jerry CRM Innovation - Need a solution for CRM to help you manage Events or Email Marketing? Follow me on Twitter
    Tuesday, February 8, 2011 11:07 PM