Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

CRM 2011 - Best way to create marketing lists from external source

$
0
0

We are using marketing lists and quick campaigns to create call lists.

The problem is that we get a list of customers from an external company. The list is just a normal excel-file where one account is on one line.

What is the best way to get those accounts to the marketing list?

Some of the accounts might not be on our CRM so first we need to import that excel to our crm. But that is not the best way because after that we have to manually include the accounts to the marketing list using a different searches.

So the ideal situation is that we can import that excel straight to the marketing list.

So, what is the best way to create marketing lists?


Viewing all articles
Browse latest Browse all 79901

Latest Images

Trending Articles



Latest Images

<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>