Friday, August 10, 2007 10:20 AM
Jim Glass
Understanding quick campaigns
One way to add leads to a quick campaign is by selecting them on the Leads list and clicking the Create Quick Campaign button. You can also create an Advanced Find query and add all of the results to a quick campaign.
To capture only leads you imported, the second option (Advanced Find) is your best bet, but you need to know when the leads were uploaded. Here’s an example of an Advanced Find query that would find all of your own, active leads created the previous day:
Enjoy your weekend.
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About Jim Glass
As the Microsoft Dynamics CRM UX site manager, I am a passionate advocate for our customers, especially in the areas of CRM, Microsoft Dynamics, small business, and business web sites.
After twenty years in the U.S. Army Engineer Corps, I started at Microsoft as a contractor on the newly formed NT DDK team in 92. I then moved to the Trolls, a production team for the Windows SDK and DDK teams. I lead the WBEM team which became the WMI SDK team. My last seven years has been spent as the Visual Studio SDK doc. manager.
In my spare time I can be found tutoring my grandkids, playing the saxophone (soprano, alto, tenor, and baritone), playing summer-league basketball, and moderating the Sax On The Web forum.
