Download our PDF Guide to Email Marketing Success - Vertical ...

In this section, we’re going to look at how to build a list of Leads and Contacts and how to
build a list using a Salesforce.com campaign. You will, of course, only need to use one of
these options to build a list.
Create a New List of Leads & Contacts
If you select to create a new list of Leads & Contacts, you’ll be presented with a series of
steps:
Step 1: Define Your Query
In this step you define your search paramaters. Start by using the Data Source drop down
menu to select whether you want to search through just Leads, just Contacts, or both
Leads & Contacts at the same time.
Whichever option you choose, you’ll need to set your search parameters using Standard,
Custom, Owner and Account level fields. In this way - for example - you can find everyone
within certain states, records that belong to certain owners, or records associated with
various accounts within your Org.
14