You can add marketing lists to group together the leads, companies and contacts that from the same marketing campaigns.
To create a marketing list, complete the steps below:
- Navigate to CRM → Marketing → Marketing lists.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Marketing List form fields
| Field | Mandatory | Description |
|---|
| Name | Y | Add the title of the marketing list. |
| Purpose | N | Specify the purpose of the marketing list. |
| Source | N | Specify the source of the marketing list. |
| Contains records of | N | Specify the type of the to be included in the marketing list. Available options: |
| Owner | Y | Specify the employee responsible for the marketing list. |
| Description | N | Add description of the marketing list. |
| Campaign | N | Specify the marketing campaign that the marketing list belongs to. |
Navigate to CRM → Marketing → Marketing lists to see previously created marketing lists. Open Marketing List to manage it. The actions available for the existing marketing lists:
- Add records to the list – click to open the Add to list . Select the records.
- Remove from the list – click to open the Remove from list modal . Select the records.
- Activate / Deactivate – click to change the value of the parameter for the marketing list. Inactive marketing lists are hidden from the default list interface. All the form fields are inactive, and you cannot add new records to the list. The action is only available for the Owner of the marketing list.
