How to Create a List Provider

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:16 PM by Corey Nolan

How to Create a List Provider 

 

  • In your CRM, click Accounts on the left side of the page 

 

  • At the top of the Accounts page, click the Green + to add New Account
     

 


  • You only need to add a Name and Type to Save (All other fields are optional) 
  • Once you have added the Name and Type, click the  icon and the List Provider will be assigned an AccountID as shown below 

 

 

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