The quicklist feature allows you to populate different shopping lists, making it easier for your customer to find the products they require & checkout! If you want a deep dive on quicklist...then checkout this article. Deep Dive - Learn More Here.
To add a quicklist manually:
Customers > Accounts > Select Customer Account > Quicklists Tab > + New Quicklist > Enter Fields > Save.
To add a quicklist via import:
Customers > Accounts > Select Customer Account > Quicklists Tab > Import > Select Import Type (drop-down appears for different quicklist import types) > Upload File > Import > Save.
Don't forget about quicklist Types - Learn More Here.
Here is an over view of the imports.
Import Quicklists: This is for importing lists of quicklists. This only creates the header as seen by the field rules.
Import Quicklist Items: This is used for importing items to either manually created lists or lists created in bulk with the above import.
Import Quicklist Users: For user restricted type lists this is for importing users to this type of list in bulk.
Import Quicklist Items/Users: This is a combination of import 2 and 3. A quciklist must have already either been imported or manually created.
The rules for 'Quicklist Items/Users' import are shown below:
The rules for alternative quicklist imports can be found within the Quicklists' import section.
There are 2 other imports for quciklists when not inside a customer record from the Accounts list page.
Import Quicklists: This is for importing lists of quicklists. This only creates the header as seen by the field rules. This import requires a customer ID as you are not currently under a specific account so it must be entered into the additional column on this template.
Import Quicklist Items/Users: This is a combination of import 2 and 3 of the imports listed in the previous section. A quciklist must have already either been imported or manually created. This also requires a customer ID as you are not currently inside a specific customer record.
Customer Viewpoint
From the customer view, they will also be able to add and edit quicklists with ease:
Your users have the ability to add a quicklist at a personal or company level. Don't forget about quicklist Types - Learn More Here.