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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.

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2. In the left-hand menu, click Classifications, then select Distribution List from the dropdown. Here, you’ll see any existing distribution lists.

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3. Click + Add Classification to create a new one.

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4. Enter the details for your new distribution list (e.g. name, description).

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5. Choose how you'd like the list to be shared:

    • 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.

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7. To edit or delete a distribution list, click the three-dot menu on the right-hand side of the list item.

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