Creating Lists from Custom Fields

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. Article Contents Creating Lists	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

To create a custom list, do the following:

In SharpSpring's top toolbar, click Contacts > Lists. On the right side of the screen, click Options > New List. Enter a name and a short description of the list. Check Rules-Based. Click Create List. In the Triggers and Filters section, click in the When a contact field. Under Lead Actions, select has the field. In the First Name, Last Name, etc. text field, type the name of the custom field to be used. In the changes to text field, enter the target value. Choose exactly. Click Add Rule. Click Save Changes.		Click to enlarge.
		Note: Rules-based lists will dynamically remove a member when the lead no longer meets the trigger criteria.

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