ObertObert
Lists

Lists

Group people and companies so you can qualify them and use them in campaigns.

Lists hold the people and companies you want to work. Lead lists hold people. Account lists hold companies.

  1. Click Lists in the left sidebar.
  2. Use All or Not Empty to switch the view.
  3. Click a list to open it.

Lists page with the Add list menu open

Add list creates a list. Choose Lead list or Account list. Obert opens the new list so you can rename it and add records.

The table columns are Name, Items, and Created.

Import accounts

Bring companies into an account list.

Create a list

Create a lead list or an account list.