The Marketing module in CRM is primarily made up of the following components:
- Marketing lists
- Campaigns
- Leads
- Accounts
- Contacts
- Campaign activities
- Campaign responses
Let's discuss the elements of the Marketing module in more detail, as follows:
- Marketing list: This describes the list of leads, accounts, or contacts that should be targeted in any campaign. A marketing list can be static or dynamic. In a static marketing list, the user must manually add the records to the list. In a dynamic marketing list, the user can define an advanced-find query. The results of the query will automatically be added to the marketing list at runtime. The following screenshot shows a marketing list record:
- Campaign: This defines the promotion that a user can run against the marketing lists. For example, a grocery outlet may run a campaign, Summer Clothing...
