How to Add an Action List

  1. Login to your ConcourseSuite site.
  2. Click on the “Action Lists" tab.
  3. Select Add an Action List.
  4. Create a description of the action list in the "Description" field.
  5. If necessary, add a contact(s) to the action list by clicking Add Contacts or by defining criteria and clicking Add.
  6. Click Save.
  7. On the Action Lists page, click the new action list.
  8. Click the blue action icon next to the action list. Select what you would like to add to the action list.
  9. Depending on which action you wish to add to the action list, fill-out the pertinent information.
  10. Click Save.