Building Lists (Segmenting Accounts and Contacts for Email Marketing, Meetings, etc.)

Keeping your accounts organized can be a difficult task. Lists allow you to easily segment your clients and manage account/contact organization for email marketing, meetings, and more.

1. Navigate to the Accounts tab on the left-hand menu.
2. Click the Lists tab on the top, right.
3. Click New List in the top, right-hand corner.
4. Name your list and select Create.
5. Go back to the Accounts page and select the box next to the accounts you want to include in your list. Note: If no boxes are selected, all accounts will be added to the list.
6. Click the Batch Action dropdown menu at the top.
7. Click Add to List.
8. Choose the list you’d like to add them to and click Submit.
9. Add additional accounts within the list by clicking Add at the top.

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