How can I Add Records to a New or Existing Marketing List?

To add records in a new or an existing marketing list in MappyField 365 follow the following steps:

  • First of all click on the record that you want to add to the marketing list.
  • A panel will open on the right side of the screen after you click on a particular record.
  • Now there is an option named Share & Assign, under that, you can see an option Add to Marketing List. Select that option.
  • From ‘Share & Assign’, you can Assign Owner for the selected record.

  • You can assign any record to a specific user or team by clicking on the “Assign Owner” option from a specific user’s details.
  • In the Add to Marketing List option, there are two more options namely Add to an Existing List and Add to a New List

  • After selecting the marketing list, click on the Add button to complete the addition of records to the marketing list.   

Note: Assign to marketing list-icon under map section, will assign all records of a particular entity to the list. Also, it will get assigned only when records of a single entity are plotted on a map.

Related Articles