| SharpSpring allows you to create a sample list from an original list. This can be especially helpful when doing things like test sends of an email to a certain segment of a bulk list that you would eventually like to send to. This article will detail how to create sample lists.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Creating Lists
All sample lists must be created from existing lists. To create a sample list, do the following:
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Options > Create a Sample List.
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