I have about 10 leads and 10 campaigns , now how to assign leads to campaigns in CRM 2011 and to generate report..
How to do this assignment .
Thanks in advance.
I have about 10 leads and 10 campaigns , now how to assign leads to campaigns in CRM 2011 and to generate report..
How to do this assignment .
Thanks in advance.
I don't know exactly what you want, but one thing you can do is you have Marketing List which you can add Leads, Contacts or Accounts. A new feature is Dynamics Marketing List that is updated if a criteria from a entity changed. If i don't answer nothing about your question put more details please.
Take a look in some tutorials: