Create Contact List Screen

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Compiling a contact list allows you to apply a marketing campaign to a group of leads, contacts, etc. Enter the appropriate data into the following fields:

  • Name - This is a general name for the contact list.
  • Marketing Campaign - Select a marketing campaign to associate with the contact list from the drop down menu.
  • Contact Type - Select the type of contact (Email Address, Phone Number, or Postal Address) from the drop down menu.
  • Description - Enter any further information about the contact list into the information box.

Clicking the [Create Contact List] button will save the contact list and take you to the View Contact List Screen where you can view the contact list details and make further changes.


User Manual page > Marketing Applications