Functionality
Lists are created in order to group users together for any reason. For example, the quality of lead, the type of role the person has, contact lists such as for newsletters, or for handling event invitations. The Business Development Lists page allows you to view the people on specific lists you are authorised to. A person can be on several lists if they fall into different groups. The list also displays the tag of the next task that each person has outstanding. If there are no tasks, it will say ‘On Target’. Tasks can be added as usual to people, or you can add automatic tasks to a list so that people are assigned the tasks when they are first added to it.
Accessing and creating lists
Click on the Lists link at the top of the page.
- If you click a circle on the main lists page, you will go straight to the display of people on that list.
- If you click on the list name, you will go to the Info page to see the details of how the list is set up. You can use the tabs on the left to add notes to the list itself, add attachments, or view the people contained in the list.
Access to lists can now be restricted according to permissions.
Adding a person to a list
To add a person to a list, on the person card, click icon (1). On the next page, enter the name of the list you want to add them to (2) and 'Add' (3). The person will be added to the selected list (4). A person record can be on as many lists as you want.
The tabs on the left share many features with assignments and opportunities, so you may not have any need to use them all, however the following tabs will be useful.
Info Page
The info page lets you set up the list, add any further description details, and change ownership and permissions to access the list.
Switch to the Associates tab to add associates, office groups and regions. If you then tick the ‘Restricted’ box, the list will be restricted to only the owner and those named (plus administrators).
People Tab
This displays every person in the selected list. The filter panel can be used to further filter people within that list. You can switch to another list by using the 'Return' link to go back to the main Lists page. Lists have pipeline tags (that are optional to use) - these could enable you to, for example, control invitations and acceptances to an event.
Search Tab
This can be used to find people to add to the list using attributes such as job role, industry and location. It is similar to the process to that used when finding candidates for an assignment.
Actions Tab
Click the plus icon at the bottom to add automated tasks. Once set up, it means that any person later added to the list will be given the new tasks, automatically.
The 'Due In' option will add a single task, dated that number of days in advance. ‘Every’ will make the task repeating.
Notes Tab
Use the notes page to add researcher notes to the list.
Attachments Tab
Use the Attachments page to add attachments to the list.