Steps to create a client list
Step 1 - Select Clients on the top navigation bar.
Step 2 - Choose the clients for your list by checking the box in the first column. Clients can be selected from any of the system tabs: All, Active, Prospects & Inactive, they can also be added in batches.
To refine your client search use the Search Box, Sections or Company flags to filter the clients you want to add to the list, and click the check box in the first column to select these clients. Or uncheck any clients that you do not want to add to the list.
Sep 3 - Click 'Create List' top right of the screen.
Step 4 - To create a new list - enter a name for the list in the 'Name' field.
Step 5 - You also have the options to add the list to a Pipeline and Assign it to a user by selecting from the drop-down menu.
Step 6 - Setting the list as your Default List, Opens the client screen on this list rather than the default All tab.
Step 7 - Click 'Save' to create your list.
Step 8 - The new list will appear as a separate tab when viewing the clients screen.
