Profile Lists

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click Add Group.
   
   
3. Enter the applicable Add Profile Group information, and then click Save New List.
   
   
   

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click the list name.
   
   
3. Check the box next to the profile who will receive the communication.
   • Check the box near the Name column heading to communicate with all profiles on the list.
     
     
     
4. Click the Actions drop-down menu, and then click Communicate.
   
   
5. Enter the applicable Send Email information, and then click Send.
   
   

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click the list name.
   
   
3. Click the Actions drop-down menu, and then click Edit Profile List Details.
   
   
4. Make any necessary edits, and then click Save.
   
   

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Check the box next to the profiles to add to a list.
   
   
   
3. Click the Actions drop-down menu, and then click Add to List(s).
   
   
   
4. Check the box next to the lists to which the selected profiles should be added, and then click Save.
   • If the list does not yet exist, click Create New Profile List to add a new list.
     
     

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click the list name.
   
   
3. Check the box next to the profiles to remove from the list.
   
   
4. Click the Actions drop-down menu, and then click Remove Profiles.
   
   

If a profile list is copied and has an opportunity attached, the newly created profile list will be attached to the same opportunity. The opportunity can be removed from the list once it has been created.

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click the list name.
   
   
   
3. Click the Actions drop-down menu, and then click Copy List.
   
   
4. Name the list, and then click Save.
   
   

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click the profile list Status toggle to make a profile list inactive.
   
   

From a Profile List

1. Navigate to Profiles and click Profile Groups on the navigation bar.
2. Click the list name.
   
   
3. Click the Actions drop-down menu, and then click Edit Profile List Details.
   
   
4. Select an opportunity from the Associated Opportunity drop-down menu, and then click Save.
   
   

From an Opportunity

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click the opportunity name.
   
   
3. Click the Attach Profiles drop-down list in the Profiles card and search for and select the list name. 
   
   
   
4. Once all lists are selected, click Add.