Module: General Accounting Applet: Organizational Units |
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Description: A marketing list is a named list of either Contacts, Firms, or Opportunities. To learn more about this applet, check out the video tutorial on our website (www.clearviewsoftware.net)
Checkboxes:
| • | Mine - Gives only the creator of the list access to the marketing list. |
| • | Shared - Gives selected users access to the marketing list. |
| • | Public - Gives all users access to the marketing list. |
Columns:
| • | Market List - Name of the Market List. |
| • | Type - Whether the list is Mine, Shared, or Public. |
| • | Owner - User that created the Marketing List. |
| • | Member Count - Number of members that are in the Marketing List. |
