Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Contacts and Marketing Lists RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi:

    I am trying to add contacts directly to a marketing list from the contacts. And it won't show any marketing lists at all... The other option was to connect a specific contact with a marketing list through the connect icon.. is this the right way to do it?

    Sunday, November 6, 2011 1:33 AM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    I presume you are using CRM2011? if so, from the contact form, simply click the 'Add to Marketing List' option in the form's ribbon or you can add several contacts at once using the same button from the contact list view.

    If you are pressing the above button and seeing no marketing lists, then check that you have created at least one marketing list of type 'contact'.

    Conversely, you can add the contact to the marketing list from the marketing list record by clicking the 'manage members' button.

    Hope that helps,

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Sunday, November 6, 2011 1:11 PM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote

    As you rightly mentioned a default team is automatically created for each business unit in CRM. This team cannot be modified but you can create a new Team and add members to that team. Custom teams can be modified to add/remove members.

    Since this question does not deal with Marketing List you should have started a new thread instead of piggybacking on this old unrelated thread. A new thread with appropriate title would help other users with similar problem search the forum for related replies.

    Do make sure to close the thread as answered when the problem is resolved.

    HTH

    Sam

    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, November 11, 2011 11:57 PM

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    I presume you are using CRM2011? if so, from the contact form, simply click the 'Add to Marketing List' option in the form's ribbon or you can add several contacts at once using the same button from the contact list view.

    If you are pressing the above button and seeing no marketing lists, then check that you have created at least one marketing list of type 'contact'.

    Conversely, you can add the contact to the marketing list from the marketing list record by clicking the 'manage members' button.

    Hope that helps,

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Sunday, November 6, 2011 1:11 PM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote

    Thank you.

    I do have another question for you. How do I add members to different teams without getting the error message saying that you cannot modify members of the default team. This is confusing because every user is under the original team, which was the original business unit?

     

    Thanks

    Friday, November 11, 2011 11:45 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    As you rightly mentioned a default team is automatically created for each business unit in CRM. This team cannot be modified but you can create a new Team and add members to that team. Custom teams can be modified to add/remove members.

    Since this question does not deal with Marketing List you should have started a new thread instead of piggybacking on this old unrelated thread. A new thread with appropriate title would help other users with similar problem search the forum for related replies.

    Do make sure to close the thread as answered when the problem is resolved.

    HTH

    Sam

    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, November 11, 2011 11:57 PM