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

Follow these lessons in order. Shared screens may use another example; chapter links open the relevant step.

1. Create a local industry contact list

Watch from the beginning

Choose a chapter
  1. 0:00 — Choose industry and geographic criteria

2. Read the Marketing Email contact worksheet

Watch from the beginning

Choose a chapter
  1. 0:00 — Open the exported contact list
  2. 0:28 — Read company and email fields
  3. 0:55 — Read telephone and location fields
Video Training Library