Edit a Distribution List

When editing a distribution list, changes can be made to the name of the distribution list, the description of the distribution list, and the clients that are on the distribution list.

To edit a distribution list

1. From the Sales sidebar, go to the Clients menu and click Distribution Lists.
   • You will be taken to the Distribution Lists page.
2. Click the distribution list's Bamboo ID.

   You can also click the distribution list's Ellipsis icon and select Edit..

   
3. Type in the List Name and Description field to update the distribution list name and description.                                                                                                                                         
4. To remove clients from the distribution list, click the x icon next to the client's name.       
5. To add clients to the distribution list, click the Choose Clients drop-down, and select the clients to add.                                                                                                                                     
6. Click Confirm to save all edits.