How to create a new subscriber list

Create custom subscriber lists to target specific groups of leads or clients.

To create a new subscriber list see the video or instructions below:

1. Login into the 3.0 platform (app.countingworkspro.com).

2. Click on Convert to Clients on the left and select Subscriber Lists option.

3. On the following screen, select the + New Subscriber List button in the top right-hand corner.

4. The prompt that will be displayed will ask for you to name the list and give a descriptor of that list. Hit Save once that has been completed.

5. Once the list has been created, you can select the created list and start adding users to that list, whether they are leads or clients.

6. On the next screen you will see the option to + Add Subscribers, click on that button and you will be prompted with a list of leads and clients you can add to your subscribers list. You can search through that list using the search function as well.