This article explains how to Create A Marketing List.
1. Click on the Marketing tab, select Marketing Lists.
2. Click the NEW button to open the Marketing List form.
3. In the NAME field, select a name for the list.
4. In the MEMBER TYPE field, choose Account, Contact, or Lead.
5. Choose whether it is a Static or Dynamic marketing list.
6. Click the Save and Close button.
Static vs Dynamic Marketing Lists
Static - New members that match a certain criteria for a list does not get added automatically. They must be added manually.
Dynamic - New members are automatically added to a list if they meet the certain criteria for that list.
Note: You can also create a Static list from a Dynamic list by pressing the Copy To Static button and a static list containing the dynamic list members at the time is created.
