List Management

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List Management

Create a call list or mail list directly from the lead status report. You can later assign the call list to other users. You can push the mail list to Constant Contact, MailChimp, or send the list a system mail merge.

The find the lead Status Report go to Reports > All Reports > Sales > Lead Status Report.
First, perform your search by selecting your filters.
Select checkboxes to see your action items. You will see options to export or create a mailing list. Your mail list also requires a name and which account you want to send the list.

You can create a mailing or call list from the results of the order search. When you create the list, it can include the primary, billing, and artwork contact for the order. You can’t select individual orders from the results; the list will include all orders in the search results.

Go the Order Search and perform a search to generate a list. You can select the Primary, Billing, and Artwork contact associated with the order.
The system will use the contacts associated with the order.

Warning

These may differ from the contact roles associated with the order company. For example, the billing contact on the order may not be the company billing contact. If you want to add the company billing contact to a list, you should use the company search.

After you create the list, you will be redirected to your new list.

The new asset search allows you to create conditional searches. The search will look for contacts or companies based on their assets. You can search using greater than, less than, equal to, or like searches. You will be able to export your results and create calling or mailing lists.

You will see the option to Search Contact Assets and Search Company Assets under the Contacts menu.
The Contact Asset Search allows to look for Contacts and the Company Asset Search allows you to search for Companies.
You can build a mailing and email list from each page. You can create conditions to help refine your search using greater than, less than, equal to, or like searches.
You can have multiple conditions in your search. You can also create an Or condition. This means the system will look for contacts or companies that match your first condition set OR your additional set.
No matter your conditions, the contact or company must match your other filters.

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List Management

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