FAQ & videos

How do I create a list ?

  1. Click on the “Lists” module
  2. Click on the “Create a list” button
  3. Name your list (you can change it later)
  4. OPTIONAL – You can check “Give access to all users” now to save time if you want all your users to access this list.
  5. OPTIONAL – You can check “Make this list private” if you don’t want other users to be able to see this list. Please note that by checking this box, you will no longer be able to make this list public once it is created.
  6. Click on the “Create” button

(Note that your new list will be automatically selected. You will therefore not see any contact or account since this list has just been created. Remember to select another list to review your data.)

Get a demo