The Marketing Lists page allows you to add additional marketing lists to you systems. Lists entered here appear on the assigned users home page.

Users who are assigned the list will be able to add Contacts and leads to said lists. Marketing Lists allow you to categorize and filter your leads and related contacts. Only site administrators can create a marketing list.

To create a list, with a site administrator account:

• Click on Administration in the menu at the top of the screen.
• Click Reference in the menu on the left. 
• Click Marketing Lists in the submenu that appears.
• Click Add.

• The add list pop up will appear. Enter a name for the list you are creating. This is the name that will appear in the dropdown menu when a user is selecting it, so make it as descriptive as possible.
• Assign an owner to the list, the owner should be a user that exists in your system already. Select them in the List owner field.
• Mark the list active. If the active box is not checked, the list you are creating will not be available for use in your system.
• When you finish filling out the information you need to, click save

• To edit a list: 
  • Click the hyperlinked list name. The edit list popup will appear. It looks identical to the add marketing list pictured above
  •  Make your edits.
  • Click save.

In general, we do not recommend deleting lists, instead if you want to remove a list from your system, mark it inactive:

• Click on the hyperlinked list name (example pictured above).
• Uncheck the active box.
• Click save. This will remove the list from selection in Ventures, but will not affect leads that have already been assigned to it.