Follow these steps in Microsoft Dynamics CRM to select the option to sync new Lead or Contact records to Acoustic Campaign.
Create a Lead or Contact and then select an option that syncs Contact or Lead records to Acoustic Campaign.
Follow these steps to synchronize a new Lead or Contact record.
- Click Marketing.
- Select Leads to create a new Lead record or Contacts to create a new Contact record.
- Click New.
- Enter the data and click Save.
- On the Information menu, click Acoustic Campaign Integration.
- Click Sync to Acoustic Campaign.