Creating Distribution Lists
Learn how to create a distribution list for your outbound engagements.
1. Click the Settings icon in the top-right corner of your dashboard.
2. In the left-hand menu, click Classifications, then select Distribution List from the dropdown. Here, you’ll see any existing distribution lists.
3. Click + Add Classification to create a new one.
4. Enter the details for your new distribution list (e.g. name, description).
5. Choose how you'd like the list to be shared:
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- Share to All – Makes the list accessible across all projects and their associated teams/users.
- Restrict to Selected Projects – Allows you to select specific projects where the list won’t be visible.
6. Click Add Classification to save your new distribution list.
7. To edit or delete a distribution list, click the three-dot menu on the right-hand side of the list item.