Overview
With just the click of a button, Lists help you view the individuals that are important to you. Lists can be created in two ways: by adding individuals found in an existing Saved Search, or by running a new search.
Instructions
Step 1
Under Lists > select your list of choice > click Apply
Step 2
Click Add to List for the individual / organization you would like to add > select an existing List, or click New List > click Apply
Step 3
If creating a New List:
- Name the list
- Choose whether or not to share your list with Co-Workers or Groups
- Groups may include all members of your organization, or a subset of your organization
- If applicable, toggle the button Allow others to update the Provider List
- Click Create
Step 4
The new list will appear in the Lists drop-down