Creating List Templates allows Firm Administrators to define reusable list configurations that streamline list creation and ensure consistency across the firm. List Templates are used during list creation and automatically surface based on the selected List Class, such as Working or Marketing lists.
This feature is available to Administrators only.
Access and Permissions
Access to List Templates is controlled through Firm Settings > Group Management.
To view and manage List Templates, a user must be added to a group with Manage List Templates permissions enabled. Once granted, the user can access the Templates tab within Lists.
How List Templates Work
Users with Manage List Templates permissions can:
View existing list templates
Create new list templates
Edit list templates
Delete list templates
When a user creates a list, relevant templates automatically appear based on the selected List Class (for example, Working Lists or Marketing Lists).
Create a New List Template
Navigate to Lists and click the Templates tab.
Click Add New Template.
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Enter the following information:
Template Name
Description
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List Class (select one):
Marketing List (with Sponsorship)
Marketing List (without Sponsorship)
Working List
List Type (select from the dropdown)
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New contacts added to this list can be:
Both Person and Company
Person only
Company only
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(Optional) Configure Flags:
Select the checkbox to allow Flags for this list.
Edit the Flag Description, if needed.
Select a Flag Color to automatically flag new contacts added to the list.
Click Save.
Edit a List Template
To edit an existing List Template, click the template name to open it. You can make changes across the following tabs.
Details Tab
From the Details tab, you can edit:
Name
Description
List Type
New contacts added to this list can be
Flag settings (including description and color)
Access Rights Tab
Use the Access Rights tab to control who can use and manage the template.
Click + Add Users or Groups to assign access.
Search for individual users or select a group from the dropdown.
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Assign one of the following roles:
No Access
Reviewer
Editor
Manager
List Administrator
To modify or remove access:
Click the pencil icon to edit an existing role.
Click the trash can icon to remove a user or group.
Additional Fields Tab
Use the Additional Fields tab to capture custom data for lists created from the template.
Click + Add Field.
Enter a Name and Description.
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Select a Field Type:
Text
Text (Multiple Lines)
Date
Decimal
Number
List
Yes/No
InterAction User
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(Optional) Select:
Attributes – Multiple Values
Add Secondary Field
Click Save.
You can edit or delete existing Additional Fields using the pencil or trash can icons.
List Templates help administrators standardize how lists are created and managed across the firm. By defining list structure, access, and optional fields upfront, templates reduce manual setup, improve data consistency, and ensure users start with the right configuration every time they create a list.