Customer Profile: Adding List
- Procedure
- Navigate to
.
When the new page opens, a new customer profile record has been created, and the profile configuration panel is open.
- Specify the name and provide description for the new customer
profile record.
- In the Customer Profile Name field, enter a name that is unique and succinct.
- In the Internal Notes field, provide internal description.
- Click
+Add Filter.
A menu listing the available filters is displayed.
- Click
The lists configuration panel is displayed.
- Click
Select Lists.
This opens the List Picker window, which includes lists that have been created or imported.
- Drag and drop the appropriate list into the selection box and
click
Done Selecting.
This returns you to the list configuration panel.
- Click
Save.
The list gets added and is displayed as the blue horizontal bar in the right-hand panel.