Creating a New List

This document will walk you through the process of creating a new list of influencers using the CRM.

CRM

Clicking 'Influencers' on the left navigation, followed by clicking on CRM will bring you to list management page as seen below. Clicking New List at the top right-hand side of this page will allow you to begin creating your new influencer list.

After clicking on the New List option, a list creation modal will appear on-screen as shown below.

List Name - Enter a name for your list to quickly identify it in the CRM.

List Description - Add a list description with additional details about your influencer list.

Managing Team - Set a team that is responsible for managing the list (adding/removing influencers). While lists are visible to all teams in your Game, only members of the managing team can make modifications to the list.

Statuses - Assign which statuses are available within the list. These statuses are set on influencers so that the managing team knows which actions are required for each influencer.


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