Create / Amend Marketing List

User having access for creation of marketing list can only create the record for marketing list. Follow the steps below for create marketing list.

Details

Basic minimum required details to be added in “Details” tab

• Navigate to -> Menu Category.
• Select Marketing menu category.
• Navigate to Marketing -> Marketing List.
• Displays list page of Marketing List click on -> Create button.
• Redirects to create page on “Details” Tab -> Type Name.
• Select type of members to be added.

Detail page of Marketing List

 

 

Members

Add or remove the list of members such as accounts, contacts, or leads as per selected member type of marketing list.

Members grid of Accounts

 

Members grid of Contacts

 

Members grid of Leads