Create Contact List Screen

From Opentaps Wiki

Compiling a contact list allows you to apply a marketing campaign to a group of leads, contacts, etc. Enter the appropriate data into the following fields:

• Name - This is a general name for the contact list.
• Marketing Campaign - Select a marketing campaign to associate with the contact list from the drop down menu.
• Contact Type - Select the type of contact (Email Address, Phone Number, or Postal Address) from the drop down menu.
• Description - Enter any further information about the contact list into the information box.

Clicking the [Create Contact List] button will save the contact list and take you to the View Contact List Screen where you can view the contact list details and make further changes.

User Manual page > Marketing Applications