Add an Existing Named Account to an Account List add-an-existing-named-account-to-an-account-list

Adding a named account to an account list is simple.

This applies only to Account Lists, not Dynamic Account Lists.
  1. Select the row of the named account you want to add to.

  2. Click the Named Account Actions drop-down and select Add to Account List.

  3. Click the Account List drop-down, select the desired account list, and click Add.

    That’s it!