Type A Accounts

Senior management just gave me a list of 1200 accounts that they would like 
to run campaigns off of in Microsoft CRM.  It is in the form of a 
spreadsheet.  Some of the businesses are in our system as accounts and some 
are not.

They want to be sure that all the businesses in this spreadsheet are in CRM 
as Accounts and are classified as Type A Accounts so that we can build 
campaigns around them and track results.  

What is the best way to do this?  -Bobby  x5532
10/17/2006 7:22:01 PM
crm 35858 articles. 1 followers. Follow

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There are different ways : Make the marketing list and add to campign :

Like :

1= make a new field on account form "Type A".

2= Make the advanced search and chose the creteria to select the
accounts for campign.

3= select all accounts and then click on "more action" and "Edit".
Enter the name "Type A"
 in field "Type A".

4= Select all accounts and click again on "more action" and then click
on "add to marketing list".

5= you can make campaign and add this marketing list to campaign.


10/17/2006 9:40:05 PM

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