List Manager Overview
Snapshot
About List Manager
List Manager builds customized lists of prospects. You can use the lists you create for mailings, solicitations, reports, and more.
Start creating a new list by running a query using selected criteria to filter results. Queries are dynamic so you can adjust and re-run them with real-time results. After running a query, you have the option to save the results as a query for future use, save them as a list, export the results to Excel, or add the query results to a saved list. Lists are static; you cannot re-run them; however, you can remove prospects from lists. You can also add a list in part or whole to another list and export it to Excel.
You can also access lists from within a prospect record to add that prospect to a list you select or to remove them from a list.
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Steps
How to access List Manager
To access List Manager:
1. From the navigation menu, click List Manager.
If you do not see List Manager on the navigation menu, contact your ClearView administrator.
- The List Manager screen displays two tabs: Queries and Lists.
2. Begin building a list by creating a new query, or accessing a saved query or list.(New Query) (Access a Saved Query) (Access a Saved List)
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Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.>