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Adding Leads from Dynamic Lists to Static Lists

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Forest Myers
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When modifying dynamic lists, you cannot change an existing rules-based list into a static list.

However, there is a way to add leads from a dynamic list to a newly created static list.

This article will detail how to add leads from dynamic lists to static lists.


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Adding Leads

To add leads from dynamic lists to static lists, do the following:

  1. In SharpSpring's top toolbar, click 
    Contacts > Lists.
  2. To the right of the screen, click 
    1cog.png  Settings > New List.
  3. Enter a name for the list.
  4. Enter optional list parameters.
  5. Click the Manual toggle.
  6. Click Create List.
  7. Click  1cog.png  Settings > Import Contacts from a List.
  8. Select the list from the drop-down menu.
  9. Click Add List.
  


Click to enlarge.


Editing Dynamic Lists

To modify a dynamic list, do the following:

  1. In SharpSpring's top toolbar, click 
    Contacts > Lists.
  2. Locate the desired rules-based list.
  3. To the right of the list, click  
    1cog.png  Options > Change List Settings.
  4. Change the name of the list.
  5. Change the trigger rules.
  6. Click Save Changes.
  

Click to enlarge.

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.

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