How to edit a List

When editing Lists, users can update the name, description, Folder, archive date, if the list is public, and if the list is visible in Insightly CRM. 

The main editing screen will not affect the Prospects added to your List. If the List is dynamic, you can change the List Rules from the Prospects tab.

If the List is static, you will add Prospects from the Prospects page.

If it is an email test you can change the Prospects that are added from the List's Prospects tab.

To edit a List

  1. Open the List record. Click the pencil icon.
    Edit_list_1.png
  2. Edit your fields. Click Save.
    Edit_list_2.png
Was this article helpful?