Overview

Lists play a crucial role in organizing and managing data related to donors, beneficiaries, and various other entities within a CRM. The functions of lists are diverse and contribute to efficient data management and targeted communication.

In Engage, lists allow a user to access and export data from within the system for a variety of functions. This exported information can be used to identify trends, create reports, or send bespoke communications to donors etc.

In the lists section, you will find information on topics including:

1. Engage's list dashboard.
2. Creating a list.
3. Connecting a list within Engage or external platforms
4. Viewing a list in detail.
5. Downloading a list.