Adding a Set

When you create a set, you establish information that is common to all records that will be added to the set. Through the set definition, you indicate what type of records will be created—People only or People and Mail—and how records will be added to the set—automatically through e-mail or manually.

To add a set:

1. Click the People tab and click the Sets submenu link to go to the Quick Search page for sets.

2. Select the Add Set action.

3. Complete fields on the New Set Definition page. Name the set and select its source, enter a description of the set, select the type of records (People, Mail) you want to create and complete the fields with information that applies to all records you'll enter in the set.

4. Select the Save and Close action to save the new set.

You can edit the set definition by selecting the Edit Definition action on the Full Set page.