Onboarding: How do I create lists? (Distribution Lists, Account Lists, Allow Lists)

Creating lists of users or accounts in your CRM will allow you to interact with different groups of investors efficiently. 

This article will cover:  

• Navigation
• List Types
• Creating New Lists
• Updating Existing Lists
• Using Lists

Navigation

Lists can be created directly from your CRM.  To access your CRM, select Accounts from the left menu.  

List Types

Lists can be creating using a combination of four criteria: 

• Accounts: Lists created at the Account level will utilize the account name, and contain all users within a selected account
  • To select Accounts, use the toggle at the top to choose the Account view
    
    
    
• Users:  Lists created at the User level will utilize the email addresses of individual account users
  • To select Users, use the toggle at the top to choose the User view
    
    
    
• Manual:  Lists created manually are static, and are based on the selections made using the checkboxes in the CRM
  
  
• Dynamic:  Lists created dynamically will update automatically, as they are based on filters looking for specific data collected from investors
  
  

When creating a new list, the members of the list will be defined based on your selections.  For example, you can create a Manual list of Accounts or a Dynamic list of Users.

Creating New Lists

To create a new Manual List:

1. Select Accounts from the left menu
2. Scroll through your list of accounts or users, or conduct a search
3. Use the checkbox to select one or more
   
4. Click Your Lists
5. Choose Save selected accounts as a new list
6. Enter a list name
7. Click Save List

To create a new Dynamic List:

1. Select Accounts from the left menu
2. Click Filter
3. Use any filter to update the accounts or users displayed
4. Click Your Lists
5. Choose Save filter as a new dynamic list
6. Enter a list name
7. Click Save List
   
   

Updating Existing Lists

To update a Manual List:

1. Select Accounts from the left menu
2. Click Your Lists
3. Choose the Account or User list you would like to modify
4. Use the checkboxes to add or remove selections
5. Click Your Lists
6. Choose Updated selected list
   
   

To update a Dynamic List:

1. Select Accounts from the left menu
2. Click Your Lists
3. Choose the Dynamic list you would like to modify
4. Click Filter
5. Use any filter to update the accounts or users displayed
6. Click Your Lists
7. Choose Updated selected list
   
   

Using Lists

Lists can be used in a variety of ways throughout the platform.  

• E-Sign Templates: Determine which E-Sign Templates are displayed to which investors based on selected lists
  
  
• Emails: Reach out to groups of investors by engaging selected lists
  
  
• Offers: Restrict access to investors belonging to certain lists
  
  
• Offer Details: Hide specific elements of an offer from members of certain lists
  
  
• Custom Pages: Show members of lists additional information on any Custom Pages you create

For more information about lists, feel free to check out this Master Class.

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