Add Accounts to Lists

You can add individual accounts or multiple accounts to Lists.

Individual accounts

Multiple accounts

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Bulk Import Account List

Individual accounts

To add an individual account to a List:

1. Go to Partner Center > Businesses > Accounts.
2. Find the account you want to add to the list. Click the menu icon  at the end of the row.
3. Click Add to List.
4. Add the account to a List:
   1. If you want to add the accounts to an existing List:
      1. Select the existing List from the dropdown menu.
      2. Click Add.
   2. If you want to add the accounts to a new list:
      1. Go to the Create New List tab.
      2. Enter a name for the List.
      3. Click Create and Add.

Add Accounts

Multiple accounts

To add multiple accounts to a List:

1. Go to Partner Center > Businesses > Accounts.
2. Filter and search for the accounts you want to add to a List.
   You can use filters and the search bar to find your accounts.
3. Click Add # to List.
4. Add the accounts to a List:
   1. If you want to add the accounts to a New List:
      1. Enter a name for the List.
      2. Click Create and Add.
   2. If you want to add the accounts to an existing List:
      1. Go to the Add to List tab.
      2. Select the existing List from the dropdown menu.
      3. Click Add.

Add Accounts

Video Walkthrough