Suppose that as a part of the marketing team in Contoso, I need to prepare a list of leads containing potential clients under the age of 25. I should be able to send a promotional email to these leads and also track their responses. Based on their responses, I should have the ability to track them.
Prerequisites: For this scenario, we need to add an Age field to the Lead entity. Follow these steps:
- Go to Settings | Customizations | Lead. Select the Lead Main form and double-click on it.
- The lead main form will open. Click on Add New Field in the lower right-hand side of the form.
- Give it the name age and select the field type Whole Number Save and close.
- On the lead form, drag and drop the Age field .
- Click on Save and Publish Changes for the lead form.
- Now go to Sales | Lead Update.
Perform the following steps:
- Create a dynamic marketing list: The list...
