Programs: Managing Lists

Lists displays the name of the contact groups of a program.

1. Click in the ribbon

2. Click CRM

3. Click Programs

4. Click a program

5. Click Lists

6. Click Add List

7. Enter a list name

8. Click Save

9. Click to edit the list, create a workflow, or delete the list

10. Click X Contacts to view the contacts that belong to the list

    • To add a contact to a list, refer to Adding a Contact to a List or a Program

11. Click the tab entitled Automations to view workflows

    • Click Create Workflow to create a new workflow

12. To view another template, click and choose the desired template