How to Create Lists for Market Visits

In this article:

Overview

This video summarizes how to create and use lists:

Lists are a versatile tool that you can use for market visits to on- or off-premise accounts, distributor trainings, consumer dinners, or other events. You can create Lists while browsing your portfolio in the Market tab, or by going to the Lists page.

Creating Lists

To get started, click the Add List button on the top right hand corner of the page. Add products to a list via the quick add search bar within the list page. Search for a product from your claimed brands, select it from a dropdown, and add it directly to your list.

Customizing Lists

After you have added products to your list, you can drag and drop items to arrange them in the appropriate tasting order. To add price quotes for deeper discounts or special pricing, click the Add price quotes price link under the distributor's provided pricing. 

To add product or brand descriptions, click on the More button. Finally, you can enter in custom notes by entering them in the field below the product information.

Sharing Lists

You can share Lists with your colleagues or trade partners in 3 ways:

1. Share List: Share directly on SevenFifty with your colleagues at your company. An email is sent with a link to access the list. The list will be accessible to the user within the Lists index.
   
   Note: Editors can see other editors and can add, remove, and update items on a list. Viewers cannot see anyone else who has been shared and they can only view the list.
   
   
2. PDF Options: To share via a PDF either digitally or for printing for in-person visits.