How do I create a list?

From the Lists & Reports tab, follow these steps:

1. Click Contact List.
2. Enter a list name and description.
3. Click Save.
4. Select Add All Records to include all records, or Add by Search Criteria to filter which contacts you want to include in the list.
5. Review the next section, List Data, by clicking the pencil (Edit) icon. Check the box next to each item you want to include along with your records, such as title, communications, Deals, or SuperTag data.
6. Select an action to perform on your list: Print labels, export as a CSV or vCard file, or view it in report form.