Create a New List

Lucy Borne -

Is it time to import a new list into Agency Revolution?

Perhaps you just acquired a new business (or two)... or have switched agency management systems.  Regardless of the reason, adding a new list should be fairly straight forward.

Simply click on the 'SETUP' in the lower left hand corner of the appropriate agency management system and follow the appropriate set up steps for each list.

A couple of things to keep in mind:

1. Adding more active clients to your Agency Revolution system could increase your monthly billing

2. Be sure to name your list accurately so you know exactly what group of people the list refers too.

If you need more help -don't forget about our handy little chat icon found in the upper right hand corner of your Agency Revolution product.  We are happy to help!

Have more questions? Submit a request

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