List Builder – Start Here!

List Builder – Start Here

Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.

Below is a collection of all the Knowledge Base documents detailing using and creating lists.

1. What are Lists?
2. Creating a List Step-by-Step
3. Use Case Videos – Creating Company, Campaign, and Person Lists Using the List Builder
4. Importing a List
5. Downloading a List Step-by-Step
6. Account List Upload File Requirements
7. People list Upload File Requirements
8. Campaign List Upload File Requirement
9. Creating an Account List from a Campaign
10. Creating Company Lists in List Builder
11. Creating Company Lists using SQL
12. How to create a list of all Opportunities with low Engagement
13. Keyboard Shortcuts using SQL
14. Where is my Segments Menu?