Support

How to create marketing lists

• Synopsis

  This guide will show you how to create marketing lists in CRM 4.0.

• Applicable to

  All SherWeb hosted CRM accounts.

• Prerequisite

  • a SherWeb hosted CRM account

• How to

  1. Click on the Marketing tab, then click on Marketing Lists and then click on New.
  2. In the Marketing List: New window, enter a name your marketing list in the Name field. Select the type of the members in the Member Type dropdown menu. Fill in any necessary field and click on the Save icon (not Save and Close).
  3. Click on Marketing List Members and then click on Manage Members (over the records list).
  4. In the Manage Members window, select the way you want to find your members. In this example Use Lookup to add members was selected. Click on OK.
  5. Click the lookup icon on the right side of the Search for records field.
  6. You can select records from the Available records area and click the >> button. Selected records will appear in the Selected records area. If you want to include a contact that does not exist yet in your CRM system then click on New to create it. Click on OK when you are done selecting records.
  7. Click on Save and Close.
  8. The new marketing list will then be visible in the Marketing Lists window.

  If you need further assistance, please do not hesitate to contact us.

• Keywords

  CRM, marketing, list