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Building A List In Avention Enables You To Build Targeting Contact Lists

Building a list in Avention enables you to build targeting contact lists

Building a list in Avention enables you to build targeting contact lists, create news feeds, or activate a trigger-based notification for your accounts. When using Avention for Salesforce.com, it’s even easier. To setup your watchlist:

1.   Click into the Avention interface via the Avention tab in SFDC

2.   Select the “My Lists” option from the top toolbar, then select the “Create CRM Watchlist” option.

3.   Give your list a name, select the list type, then select your criteria to pull in a list. To build a list of accounts assigned to you in Salesforce, specify that Account Owner equals yourself. Click Save.

4.   You now have a reference list of accounts for tracking.

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