How can I create a new email campaign list?

To create a new list from leads in your pipeline:

1. Go to Leads > Pipeline

2. Select leads you would like to create a list for by checking the check box next to each lead

Note: you can search, filter and page thru the results of your pipeline to find all the leads you want to be included in the list

3. Look for the 'List management' section in the sidebar and click the 'Create new list' option

 

Note: the list management section will only be visible to users who have the email campaign functionality enabled

4. Enter a name for the list and click the 'Create' button

• The list will be created and be available to sent email campaigns to
• You can view the list by going to Marketing > Email Campaigns > Lists

Note: You can also create a list using contacts in your rolodex by going to the Rolodex screen and following the same steps listed above.