How do I view and edit my saved lists?

To open and view a saved list:

1. Go to Prospects > Prospect Lists.
   
   
2. Select the folder that contains your list.
   
   
3. Double-click on the list to open its contents.
   
   
4. The search criteria for your saved list will be displayed.
   
   
5. You can view the corresponding prospects that comprise the result by clicking View Prospects.
   
   

To edit a dynamic list:

1. Use the list builder to add, remove, and edit the original criteria of your list.
   
   
2. When finished, either:

a.  Click Save to replace the old list criteria with the changes you have made. The criteria will be updated accordingly anywhere the list is used.

OR

b.  Click Save As to create a new list with the criteria you have defined. The original list that you started with will remain unchanged.

To edit a static list:

Static lists cannot be edited as they may contain prospects that were added by an Add to List Action in a campaign which could potentially render the original criteria invalid.

However, you may make changes and save the updated criteria as a new list. To do so:

1. Use the list builder to add, remove, and edit the original criteria of your list.
   
   
2. When finished, click Save As to create a new list with the criteria you have defined. The original list that you started with will remain unchanged.