Adding or Removing a Prospect from a List

camera 60 Snapshot

About adding or removing a prospect from a list

Use Lists to individually add or remove prospects to one or more lists of your choice.  Lists is located within the contact information quick view pop-up window.  All Prospect record pages include this quick view button to conveniently add or remove a prospect from a list from anywhere within their record.

Click Lists, and select one or more available lists.  Save your selection(s), and the prospect is added to the list(s).  Or click Add New List to add the prospect to a new list that you create.


Work with lists in List Manager or from the Prospect Lists panel on a dashboard.

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steps 60 Steps

How to add or remove a prospect from a list

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

 

To add a prospect to an existing list from the Prospect record

1. In any prospect record, click the contact information quick view button, which has an ellipsis.

2. Click Lists from the bottom of the pop-up screen.

The Lists available to you display.

3. Check one or more lists.

info 16Optionally use Search to narrow the displayed lists based on your search terms.

4.  Click Save.

  • The prospect is added to the lists you selected and the Lists count shown in parenthesis is updated accordingly.

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To add a prospect to a new list that you create from the Prospect record:

 

1. In any prospect record, click the contact information quick view button, which has an ellipsis.

2. Click Lists from the bottom of the pop-up screen.

  • The Lists available to you display.

3. Click Add New List.

  • The Name and Description fields display.

4. Type a Name, and an optional Description.

info 16Optionally add the prospect to one or more existing lists at the same time by checking lists appropriately.

5. Click Save to save your new list, or Cancel to discontinue the process.

  • If saved, the prospect is added to the new list and the Lists count shown in parenthesis is updated accordingly.

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To remove a prospect from a list from the Prospect record:

 

1. In any prospect record, click the contact information quick view button, which has an ellipsis.

2. Click Lists from the bottom of the pop-up screen.

3. Uncheck one or more lists.

4. Click Save.

  • The prospect is removed and the Lists count shown in parenthesis is updated accordingly.

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To remove a prospect from a list in List Manager:

 

1. From the Lists tab in List Manager, click a list.

2. Check the prospects you want to remove from the list.

  • Header row functionality for the list is activated.

3. On the header row of the list, click Remove.

  • The Removal Confirmation pop-up window displays.

4. Click Yes to remove the prospect(s) from the list, or No to discontinue the process.

  • If you clicked Yes, the prospects are removed from the list and the Lists count shown in parenthesis is updated accordingly.

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relatedArticle 60 Related articles:

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Contact Information Quick View Button

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