Project Setup
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      3. Project Setup

      Creating A New List

      1. Select the "Dashboard" option and click "List".
      2. Choose "New List" to create a new list.
      3. Drag and drop a new file into the load field, or click "Browse" to select a file to upload.
      4. In the "Client" dropdown box, select the client for whom the new list will be used.
      5. In the "List Name" field, provide a name for the new list.
      6. In the "Key Field" dropdown box, select a key field.
      7. Select "Email Field" and choose the column containing the email addresses. This should already be pre-populated when you load the data.
      8. Select the "First Name", "Last Name", and "Phone Fields", and choose the appropriate columns if available.
      9. Click "Save and Next" to complete the process.