Create Email Lists

In the application: Main Menu → B2B → Create Email Lists

Follow the sections in order, or use the contents and chapter links to go directly to what you need. Existing lessons may change example records or repeat a shared screen.

Open this feature’s video learning path

Written walkthrough and screen references

  1. Build a marketing contact list

Watch the learning sequence

1. How to use Create Email Lists

Start with the button-specific workflow: How to use Create Email Lists.

Watch from the beginning

Choose a chapter
  1. 0:00 — Open Create Email Lists
  2. 0:16 — Enter a known NAICS or open the finder
  3. 0:36 — Choose a business industry
  4. 1:09 — Set the list area and criteria
  5. 1:44 — Choose radius and optional designation
  6. 2:11 — Open and organize the contact worksheet
  7. 2:45 — Review location and plan follow up
  8. 3:18 — Read contact and company columns
  9. 3:43 — Read phone and location columns
  10. 4:03 — Return to the form for another list
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