The Servetel portal allows you to manage CDP lists.
To view and create CDP list, follow these steps:
- Click on the Settings tab on the side navigation.
- Click CDP List Management.
- A list of all CDP lists along with relevant details are shown.
- To add a CDP list click on Create List.
- Enter Name & Create Field Map For Lead.
- To create more fields click on the Add More button, enter the field name and click on the Save button.
To manage CDP list, follow these steps:
- To upload the CDP list click on Select an Action & click Upload List Data(CSV).
Click on the Click Here icon and select the file and click on Upload.
- Click on Select an Action & click Download List Data (CSV) to save a copy of CDP list.
- Click on Select an Action & click Upload Sample CSV to upload the contacts in bulk with the help of sample downloaded file.
- Click on Select an Action & click Delete to permanently remove a list.
- Click on Select an Action & click Sync List With Contact Group to sync the list with the contact group. Select Contact Group and Field & click Save.
Updated 3 months ago