Overview
A marketing list is a named list of either Contacts, Firms, or Opportunities. It allows a user to filter their returned results in the Contacts, Firms, or Opportunities applets. Fig. 1 is the pop-up you get when you click New or Edit. For example, you may have thousands of contacts, however, you may have 50 main contacts that you need to gain access to quickly. A marketing list allows you to create a filter to show only that group of users. In Fig. 1, you see a marketing group that filters all users that have an email that ends with gmail.com (Fig. 2).
- The plus button gives you a list of contacts that you can import to this Marketing List.
- The Marketing List Import Button allows you to create filtering options to import contacts.
(Fig. 1)
(Fig.2)