Marketing Lists Marketing>Marketing Lists

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Overview

A marketing list is a named list of either Contacts, Firms, or Opportunities.


Field Descriptions

Header

•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.

 

Marketing List Grid

•Icon - Icon that represents the access type of the Marketing List. Access types are Personal, Shared, or Public.
•Market List - Name of the Market List.
•Type - .Applet that the Marketing list is accessible.
•Owner - User that created the Marketing List.
•Member Count - Number of members that are in the Marketing List.