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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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Adding Leads
To add leads from dynamic lists to static lists, do the following:
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Editing Dynamic Lists
To modify a dynamic list, do the following:
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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.