Add Members to Marketing List

Create Marketing List and select Marketing List Member type as Contact, Account or Lead.

When Marketing List Member Type is an Account, then on Members grid only Account record can be selected or created.

When Marketing List Member Type is Contact, then on Members grid only Contact record can be selected or created.

When Marketing List Member Type is Lead, then on Members grid only Lead record can be selected or created.

To add Account on marketing list members grid, please follow the steps given below:

• Navigate to -> Menu Category
• Select Marketing menu category
• Navigate to -> Marketing -> Marketing List
• Click on -> Marketing list with Account Type
• Navigate to -> Members tab
• To create and add new account record, click on -> Create button
• Redirects to Accounts create page, add details and save & close the record
• To add existing record, click on -> Add Existing button
• Select the account record and click on -> OK
• To remove the added account record from marketing list, click on -> Remove button

 

To add Contact on marketing list members grid, please follow the steps given below:

• Navigate to -> Menu Category
• Select Marketing menu category
• Navigate to -> Marketing -> Marketing List
• Click on -> Marketing list with Contact Type
• Navigate to -> Members tab
• To create and add new contact record, click on -> Create button
• Redirects to Contact create page, add details and save & close the record
• To add existing record, click on -> Add Existing button
• Select the contact record and click on -> OK
• To remove the added contact record from marketing list, click on -> Remove button

 

To add Lead on marketing list members grid, please follow the steps given below:

• Navigate to -> Menu Category
• Select Marketing menu category
• Navigate to -> Marketing -> Marketing List
• Click on -> Marketing list with Lead Type
• Navigate to -> Members tab
• To create and add new lead record, click on -> Create button
• Redirects to Lead create page, add details and save & close the record
• To add existing record, click on -> Add Existing button
• Select the lead record and click on -> OK
• To remove the added lead record from marketing list, click on -> Remove button