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Siebel Marketing Guide > List Management > Creating and Managing Internal Lists >
Adding to Internal Lists
Adding to an existing internal list is similar to creating a new internal list. You can use Add to List to attach prospects to a list of type Internal, D&B, or Imported. You can attach prospects from the All Prospects list or the Prospects by Attribute list.
To add contacts or prospects to an internal list
- From the application-level menu, choose View > Site Map > List Management > Contacts or Prospects.
- In the Contacts or Prospects list, select the individuals that you would like to include or perform a query to find this information.
Once you receive the results of your query, you can select any number of the records for inclusion in the list.
- With the selected records highlighted, click Add to List.
- In the Pick List dialog box, select the appropriate list and click OK.
- To verify that the new records have been added to the list, from the Show drop-down list, select Lists.
- Select the appropriate list, and then click the List Contacts and Prospects view tab to verify that your selected contacts have been added.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |