1. Go to Lists.
2. Select New list.
3. Enter a Name and an optional Description.
4. Select Create list.
You can add records from three places:
• Prospects page: tick the prospects you want and select Add to list.
• Accounts page: tick the accounts you want and select Add to list.
• Prospecting results: tick the results and select Add to list. They're saved as prospects first.
Then, in Add [N] to a list, pick an existing list, or choose New list and give it a name. Select Add to list.
Records already on the list are skipped, so you won't get duplicates.
• Each list shows how far along it is, for example "12/30 worked". See [Work a list in the field].
• Renaming, archiving and deleting lists aren't available yet.