Articles in this section

See more

Creating Lists from Custom Fields

Avatar
Justin Garrett
  • Updated
Follow

SharpSpring enables you to create a list based on custom information you have on a contact. This article will detail how to create a list from any custom field.

The following user roles have access to create lists from a custom field:

  • Administrators
  • Company Managers
  • Marketing Managers 

List features are accessed through the  0NavMarketing.png  toolbar.


Article Contents


Creating Lists

To create a custom list, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. On the right side of the screen, click
    1cog.png  Options > New List.
  3. Enter a name and a short description of the list.
  4. Check Rules Based.
  5. Click Create List.
  6. Scroll to the Triggers and Filters section.
  7. Click in the When a contact field, under Lead Actions, select has the field.
  8. Type the name of the custom field to be used.
  9. Choose exactly.
  10. Click Add Rule.
  11. Click Save Changes.
  


Click to enlarge.
Note: Rules based lists will dynamically remove a member when the lead no longer meets the trigger criteria.


Ready to Learn More?

Related articles

Comments

0 comments

Article is closed for comments.

×

What's wrong with this help article?

Still didn't find what you are looking for?