Create Target List

You can create a new list by using one of the following methods:

From File Import
Create a list by importing into CRMS a customer list file (for example, a list produced by a third party) so that it can be used and managed as an existing CRMS list.
From Profile
Create a list by applying a profile to a customer population to generate a new list. This list includes the customers whose data matched the profile definition.
From Existing Lists
Create a list by working with target lists already saved in CRMS, using one of the following methods:
Subtraction
Subtracting one or more Lists from a starting list.
Merge
Combining two or more lists.
Intersection
The intersection of two or more lists.
By Splitting an Existing List
By dividing up the set of customers in an existing CRMS list into subsets, each of which constitutes a new list.

To help you create new lists based on the existing target lists, CRMS provides wizards to guide you through the steps of the list creation processes.