Locking Marketing Lists

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    Rhys Saraceni

    Hi Kelci

    Marketing Lists are a native CRM entity, rather than a part of the ClickDimensions solution, but the easiest way to handle this would be to set team-level privileges for the marketing list entity in your security roles. That being said, that would affect all marketing lists, and not just this one.

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    Kelci Johnson

    Thank you so much Rhys! Another quick question - is there a way to import leads with multiple users assigned to them?

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    Emily Clever

    Hi Kelci,

    You can use the CRM native import to assign leads to multiple owners:

    http://ledgeviewpartners.com/blog/multiple-owners-for-lead-imports-in-dynamics-crm/

     

    Thanks,

    Emily

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