Lists Tutorial

Overview of the Lists Page
Introduction: Provides an overview of the Lists page, where users can view, create, and manage lists generated from property searches or imported files.
Key Functions Explained
Viewing Lists

Access all created or imported lists.
View the number of records and phone numbers associated with each list.
Option to download lists as CSV files.
Importing a New List

Process:
Click on the "Import List" button.
Name the new list (example provided: “La absentee”).
Select the CSV file for upload.
Map the fields by matching dropdown menu selections (e.g., street address, city, state, ZIP code, and phone numbers).
Verification:
Double-check field mappings before uploading, as they cannot be modified later.
Completion and Notification

Once uploaded, the system processes the file, and a notification confirms a successful upload.
Additional Tips and Support
Help Access: Chat support is available via the icon on the bottom right.
Video Replay: Users can replay this instructional video at any time via the link at the top of the page.