Question: Creating Additional Account Lists?

November 29, 2022 15:36

Hey, everyone!

I am using a 3rd-party integration with a CRM (MatrixCare), which for some reason, can only connect with the 'Account Lists' instead of the child lists that my team regularly uses for our marketing. Easy solution: Utilize the 'Account Lists' instead of the 'Marketing Lists,' right?

My current challenge: How do I create additional lists in the 'Account Lists' section of Act-On? There isn't an 'Add List' button in the top-right corner of this section, compared to the 'Marketing Lists' section of Act-On.

Here's a screenshot of what I'm seeing:

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Question: Creating Additional Account Lists?

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