List Manager

 

admin About List Manager

Learn how to access List Manager features.

 

info 16If you do not have access to List Manager from your user menu, contact your ClearView administrator to discuss your permission settings.

 

 

 

 

List Manager Overview                                      camera 60     
Accessing List Manager           
 
 

 


 

vaeQueries


Queries are the first step to building a list of prospects with dynamic results. Filter and review results and save them as either a query for future use or as a list, or add them to an existing list. 

 

          
About Queries                      camera 60     
To access and work with a query             
To create a new query            
To modify the filters of an existing query            
To add part or all of a query's results to another list            
To export part or all of a query's results to Excel            
To copy a query            
To delete a query            
   

 


 

datatable Lists

Work with lists of prospects built from queries you have created. Review and edit lists, add part or all of a list to another list, or export a list to Excel. 

          
About Lists             camera 60    
To access and work with a list             
To remove a prospect from a list             
To add part or all of a list to another list             
To export a list to Excel             
To copy a list             
To delete a list             

 

 


 

vae Adding or Removing a Prospect from a List

Use Lists from within the contact information quick view pop-up menu (the ellipses to the right of the name) in a prospect record to add or remove a prospect from a list. Learn how to quickly add the currently accessed prospect to an existing list or to a new list you create, and how to remove them from a list. 

About Adding or Removing a Prospect from a List                                camera 60    
To add a prospect to a list from the Prospect record             
To add a prospect to a new list that you create from the Prospect record            
To remove a prospect from a list from the Prospect record            
To remove a prospect from a list in List Manager            
 

 


 


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