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Account Lists

Account Lists group business accounts for bulk operations on listings, billing, and product management. Create account lists manually or import from CSV.

Account Lists vs CRM Lists​

Critical Distinction

Account Lists (this section) handle business accounts for administrative operations. CRM Lists manage contacts and companies for sales activities. These are completely different systems:

Use Account Lists for:​

  • Business listing management and directory updates
  • Product activation and subscription management
  • Billing administration and payment processing
  • Service configuration and account settings
  • Multi-location business operations
  • Bulk administrative operations

Use CRM Lists for:​

  • Contact and company relationships
  • Sales pipeline and lead nurturing
  • Email marketing campaigns and automation
  • Opportunity and deal tracking
  • Sales process automations

👉 For sales, marketing, and customer relationship activities, use CRM Lists which provide advanced contact and company management capabilities.

Why use Account Lists?​

  • Organize business accounts by service type, billing tier, or geographic region
  • Bulk administrative operations: exports, product activation, billing updates
  • Streamline account management: bulk profile updates, service configuration, multi-location coordination
  • Administrative efficiency: group accounts for billing operations, product management, and directory maintenance

What's included?​

  • Create and import account lists for business administration
  • Add and remove business accounts from administrative groupings
  • Built-in administrative actions (export account data, activate products, billing operations, service configuration)
  • Business account operations focused on listings, products, and billing

Get started​

  1. Create and Import Account Lists for business administration
  2. Add and Remove Business Accounts from administrative lists
  3. Account List Actions for bulk administrative operations

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Frequently Asked Questions (FAQs)​

Can I rename a list?

There isn't an edit-name option. Delete the list and recreate it with the desired name. Deleting a list does not delete its accounts.

Can I merge two lists?

Yes. Add a common tag to both lists, filter by that tag in Accounts, then add the filtered accounts to a new list. See List Actions.