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Deactivating or Deleting Lists

You can deactivate or delete lists using the following procedures.

Deactivating Lists

Many times lists are acquired from outside sources such as other companies, Web sites, and events such as seminars and trade shows. Because this data typically represents prospective customers who are not active customers, you might want to deactivate any remaining prospects who have not been promoted to contacts. Additionally, lists can be generated by different users for a specific campaign or business situation, so you might want to keep lists active only for a specified period of time.

The following procedure shows how to deactivate a list.

To deactivate a list

1. Navigate to the List Management screen, then the Lists view.
2. In the Lists list, select a list to deactivate.
3. In the Lists form, change the status to Inactive, or set the expiration date.

   The expiration date is an information-only field and does not affect your use of the list.

Deleting Lists

This action deletes the list as well as the association with any contact or prospect records.

NOTE:  Deleting a list does not delete the contact or prospect records, only the association between the list and contact or prospect records.

The following procedure shows how to delete a list.

To delete a list

1. Navigate to the List Management screen and select the Lists view.
2. In the Lists list, select a list to delete.
3. Click the menu button and choose Delete Record.