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Overview
The Marketing List Editor allows you to create/edit Marketing Lists. 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. 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.
Field Descriptions
Header
| • | Name - Name of the Marketing List |
| • | List Type - The applet that the Marketing List is used in. |
| • | Access Level - The access type of the Marketing List. Access types are Personal, Shared, or Public. |
| • | Active - When checked, the Marketing List is Active. |
Members Tab
| • | Description - The Members Tab is where you build the list of users who have access to the Marketing List. |
| • | Arrow Button (Import) - The Marketing List Import Button allows you to create filtering options to import contacts. The options are: |
| o | Import All - All records (users) will be imported. If a record is already a part of a list, it will not be imported a second time. |
| o | Import from another List - By selecting an existing list, you can bring over the same list of records. |
| o | Import by Query - By uing the selection options, you can build a query that will import the records. |
| • | Plus Sign Button - The plus button gives you a list of contacts that you can import to this Marketing List. |
Permissions Tab
| • | Description - When the Access Level is "Shared", you are able to set permissions that grant access to certain Users/Groups. More on Permissions |
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