Create a Distribution List

A Distribution List is a single list with a collection of different accounts.  Using distribution lists is an efficient way to simultaneously send emails to a group of different accounts  By creating a distribution list, Offers, Proposals, Campaigns, and other email communication can be sent to multiple accounts without needing to individually enter each account’s email.


Before you begin

Accounts must be added to Sales before they can be added to a distribution list.


Create a distribution list

    1. Go to the Clients menu in the Sales sidebar and click Distribution Lists
      • You will be taken to the Distribution Lists page.                                                                  DL.gif
    2. Click Add
      • The Add Distribution List pop-up window will open.                                                              add_dl.gif
    3. Type a required(*) List Name.                                                                                                    dl_name.gif
    4. Type an optional Description for the Distribution List.                                                        dl_desc.gif
    5. Click the Choose Clients drop-down and select the clients to add to the distribution list.dl_clients.gif
      Clients must be added to sales to be available for selection when creating a distribution list.  Click the x icon to remove a client from the distribution list.
    6. Click Confirm to save the distribution list.