Marketing Lists General Accounting>Organizational Units

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Overview

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.

 

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