Import List Wizard Page 5

Besides just adding the list to your Advisors Assistant database, you may want to assign a market or link the list to a particular contact record.  This linking is very useful when importing employee data.

Adding a Link or Market To Imported Names

Links

Setting up the link and the reciprocal link is similar to adding links in the main system.  The only difference is changing the radio button from "Do Not Link" to "Link ...."

Markets

Like the links, just change the radio button for markets and choose the market you want to add.  See adding markets for more information.

See also

Maintain Mailling Lists

Import List Wizard Page 1

Import List Wizard Page 2

Import List Wizard Page 3

Import List Wizard Page 4

Import List Wizard Page 6

Add / Modify Links

Add / Modify Markets And Areas of Interest