Modifying an existing List in SharpSpring is simple. The following video will show you how to modify a dynamic list in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
The following User Roles have access to modify lists:
Follow these steps to modify a dynamic list.
Step One: On the toolbar, hover over Automation, and in the drop-down, click Lists.
Step Two: To the right of the list name, click the Options button and in the drop-down, select Change List Settings.
Step Three: On the next screen, you can change the name of the list and the trigger rules.
Note: You cannot change an existing rule-based list into a static list. However, you can create a new static list and then in Settings select Add leads from list. This will allow you to add the leads from the dynamic list to the newly created static list.
Step Four: Once you have finished, click Save Changes.
Note: 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.