How to Create/Add to a new distribution list and add stakeholders to that list
- Roy Brewer |
- 21 steps |
- 53 seconds
1
If you only need to add to an existing distribution list, skip to step 9.
2
Click here.
3
Click "Classifications"
4
Click "Stakeholder List"
5
Click "New"
6
Click the "Name" field.
7
Type your distribution list name
8
Click "Save"
9
**Adding stakeholder records to a Distribution list using Batch tool**
10
Click "Tools"
11
Click "Batch Operations"
12
Click "New"
13
Click this dropdown.
14
Select 'modify'
15
Click "Click here to open the selector" and select your new distribution list
16
Click here.
17
Click "Apply"
18
Click this dropdown and select the action you want to perform, like 'amend'.
19
Search for the record you want to "Amend" to the new distribution list.
20
Click "Execute"
