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