Quick Reference

Create a New List

  • Go to the “Contacts Page”

  • Click on “New List”
  • Under “List Name” – Enter the name you want for the list

  • Under “Share With” – Select the appropriate Teams/Users to share the list with

  • Under “Available Filters” – Select the appropriate Filter needed for your list
  • Fill in the appropriate information for the selected filter – then Click “Add Filter”
  • If you require more filters, repeat the previous steps for adding filters
  • To modify the information displayed on the contact page – you will need to adjust the “Show Fields on List” Section by dragging fields from the “Available Fields to Show”
  • On the right hand side of the page is the section “Available Fields to Show” and below that is the section “Show Fields On List”.

    Drag the appropriate Fields from “Available Fields to Show” to “Show Fields on List”

     

  • Click “Save List” once you are complete

Quick Reference

Additional Information

  • The Main Filters Used are:

    File Type
    Data Source
    Created
    Status
    Stage

     

  • Below “List Name” – There is a display of how many contacts are found after your filter(s) are applied.

    *Note – this will combine all create filters.

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From the Contacts Page

Click on the

‘New List ’

Button

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You will then be taken to

the list creation page

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Under "List Name" Enter the name you want for the list

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