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. *Naming conventions can differ from system to system, this can sometimes be called Stakeholder List, or other variations.
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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:
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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.
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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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