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Removing Prospects or Contacts from Lists

You can remove prospects or contacts from lists using the following procedures.

Removing Prospects from Lists

A prospect cannot be removed from a list using the List Contacts and Prospects view, because the prospect might appear on more than one list. You have more control over individual prospect lists when you remove the association between the prospect record and its list. If you remove the list associations for a prospect, then the prospect record is deleted.

The following procedure shows how to remove a prospect from a list.

To remove one or more prospects from a list

1. To remove an individual prospect from a list, navigate to the List Management screen, then the Lists view.
2. Click the list name.
3. Click the List Contacts and Prospects view tab.
4. In the List Contacts and Prospects list, select a record to remove, and click the first or last name of the prospect.
5. Click the Prospect Lists tab.
6. In the Prospect Lists list, select and delete the list or lists from which to remove the prospect.

   If you select and delete all of the lists, then the prospect record is also deleted.

7. You can also purge all prospects from a list using the following procedure.

   NOTE:  The contact records that remain in a purged list do not load into campaigns. Do not associate a purged list with a campaign.

   1. Navigate to the List Management screen, then the Lists view.
   2. In the Lists list, select the list record.
   3. In the lower form, click Purge List.
   4. When the confirmation dialog appears, click OK, and then click OK again to submit the request.
   5. This action removes all prospects where the Promoted By and Promoted Date are NULL (indicating they have never been promoted).
   6. To confirm the prospects were deleted, drill down on the name of the list in the upper list applet, and go to the List Contacts and Prospects view tab.

Removing Contacts from Lists

Contacts can be removed from all lists, but the Contact record remains in the database.

The following procedure shows how to remove a contact from a list.

To remove a contact from a list

1. Navigate to the List Management screen, then the Lists view.
2. Click the list name.
3. Click the List Contacts and Prospects view tab.
4. In the List Contacts and Prospects list, delete the record.