Managing Lists and Folders

Modified on: Wed, 23 Nov, 2022 at 4:10 PM

Select Folders from the dropdown menu on the Dashboard. You will see all the folders already created in your system. In the Action panel you create a new one by clicking on Add Folder. Click on a folder name to view its content. 



Saved Lists are held in Folders. The magnifying glass icon indicates when a list has a saved search assigned to it, whilst the exclamation mark indicates whenever your list has new updates.


Actions available in the Action Panel are:

- Copy, Cut (paste into another folder), Delete or Merge lists. When merging lists duplicates will be removed

- Copy Emails, Download list, Send Press Release, Add activity, Add Private journalist or Add private media outlet 

Folder Management allows the user to: 

- Add, Delete, Edit as well as adding or removing a folder from your favourites.

Access rights to restrict other users can also be applied.


In the list itself the Suggested Additions tab will highlight new contacts that you may wish to add to your list. It will display all the suggested members that match the original search criteria you used to make the list.


Suggested Deletions will list Journalists that no longer match the search criteria. 


  

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