You can modify dynamic lists at any time. This article will detail how to modify dynamic, rules-based lists.
The following user roles can modify lists:
- Marketing Managers
Modifying Dynamic Lists: Video Walkthrough
The following video provides a walkthrough on how to modify 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.