How to add Prospects to static Lists

Adding Prospects to static Lists is a manual process. Unlike dynamic lists, Prospects on static Lists are added and removed directly by the user.

  • How to add via bulk editing

  • Adding individual Prospects

  • How to add via Prospect Reports

How to add via bulk editing

The simplest method is to use List Views to filter the records and then using bulk editing to add all of the Prospects to the List at once.

Bulk Edit pages also allow users to find fields using a search bar. Use this feature to quickly find a specific field rather than scrolling through a substantial list of available fields.

  1. Go to Prospects. Click the gear icon and select Add New List View.

  1. Give your List View a name and choose the sharing settings. Click Save List View.

  2. Under List Filters, click Add a Filter Row.

  3. Set the criteria for your List Filter. Click Add.

  4. After you've set all the criteria you need for your List, check the box at the top of your Prospects list. If you have more than 50 records, click "Select all ### records in this list" to add every Prospect that meets the criteria to your List.

  5. Click the Add to List button.

  6. Select a List from the dropdown. Click Save.

Adding individual Prospects

If you want to add a single Prospect to a List, you can do so from the Actions dropdown of the Prospect. Adding Prospects in bulk to a new List is much less time-consuming, but this is useful if you have a specific Prospect that needs to be added.

How to add via Prospect Reports

When you run a report that includes the Prospect Name field, such as Prospect reports and Visitor reports, you can add those Prospects to a static List from that report.

All Prospects in the report will be added to the chosen List. Add Filter Rows to narrow down which Prospects will be included.

  1. Go to Reports and select a report.

  2. Click Run Report.

  3. Click the Actions dropdown and select Add to List.

  4. Select a List from the dropdown and click Add to List.

Was this article helpful?