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

  1. From the application-level menu, choose View > Site Map > List Management > Contacts or Prospects.
  2. In the Contacts or Prospects list, select the individuals that you would like to include or perform a query to find this information.

    3. Once you receive the results of your query, you can select any number of the records for inclusion in the list.

  3. With the selected records highlighted, click Add to List.
  4. In the Pick List dialog box, select the appropriate list and click OK.
  5. To verify that the new records have been added to the list, from the Show drop-down list, select Lists.
  6. Select the appropriate list, and then click the List Contacts and Prospects view tab to verify that your selected contacts have been added.

 Siebel Marketing Guide 
 Published: 23 June 2003