|SharpSpring allows you to create a list to capture every contact record currently in your system, as well as all records that are created in the future.
This list can be used to further segment leads and create meaningful subgroups by creating a dynamic list with a different criteria.
This article will detail how to create a dynamic list of all contact records.
Creating Continuous Lists
To create an all inclusive continuous contact list, do the following:
Once the list has been generated, it will display all current list members, as well as contacts that have been excluded from list involvement.
Editing Dynamic Lists
To modify a dynamic list, do the following:
Even when modifying lists, leads will not be automatically removed from a dynamic list if they no longer meet the list criteria. You must rebuild the list to see how many leads fit that criteria at any given time.