When you want to create a custom list, you will find List Builder from the Navigation Panel under LISTS on the left-hand side of your screen. Select '+' next to List Builder
When you add a new list, the first screen that you will see will outline your experience. It is a simple summary letting you know each of the steps that you are about to take. Click Next to proceed.
Step 1: Picking a List to build - Select Account. Click Next.
Step 2: Configuring Your List Criteria – Select Type: Billing OR Type: Prospect OR Type: Lead. Click Next.
Note: If your team does not use the Lead Account workflow, you do not need to include this Account Type in your criteria.
Step 3: Choosing Report List Fields – Select the Fields as needed. Click Next.
Matrix gives you the ability to put together a list from basic address information to more complete lists with Account attributes like Outlets purchased, Office, Category, and even Tags and social media information attributed to each Account.
1. Available Fields - If you can place it onto your custom list, then you will find it here. In order to add more fields to the Selected Fields you simply select the field(s) (either by single, Shift, or Control clicking them) and then use the right arrow.
2. Move Left/Right– Once you have your items selected in the Available fields, click the arrow pointing to the right in order to move them to the Selected Fields. Just the opposite, if you no longer want a field in the Selected Fields, select them and then click the arrow pointing to the left in order to move them to the Available fields.
3. Selected Fields - Everything on this section will display on your custom list, in the order that they are listed. If you need to remove a field, simply select the field(s) (either by single, Shift, or Control clicking them) and then use the left arrow.
4. Move Up/Down - The items in the Selected Fields will display on your custom list in the order that they appear. You can quickly move items up or down in the list by highlighting them (via single, Shift or Control clicking them) and then clicking the Up and Down arrows.
Step 4: Review and Save – Select a unique name and description so that you can easily locate and run the list in the future. Click Save.
You are done building your list! Once Matrix has saved the changes to your list, you have two options. You can go to the List Builder (where we started) and build/run another list, or you can view the results of the list that we just built.
