Create a list

A list is created as soon as you pick the type. You name it after it opens.

Create the list

1. Click Lists in the left sidebar.
2. Click Add list.
3. Click Lead list for people, or Account list for companies.

Obert creates the list and opens it. A lead list starts as Untitled List. An account list starts as Untitled Account List.

Rename it

1. Open the menu next to the list name.
2. Click Rename.
3. Type the name and press Enter.

The list is empty until you add records. Use Add leads to a list or Import accounts.