Adding to an Internal List Using Prospect Attributes

The following procedure shows how to add to an internal list using prospect attributes.

To add to an internal list using prospect attributes

  1. Navigate to the List Management screen, then the Prospects by Category view.

  2. In the Prospects by Category list, select the prospects that you would like to include in your internal list, or perform a query if necessary.

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

  3. With your desired records selected, click Add to List.

  4. In the Pick List dialog box, select the appropriate list, and click OK.

  5. To display the new list, in the List Management link bar, click Lists.

  6. Select the appropriate list, and click the list name.

  7. Click the List Contacts and Prospects view tab to verify that your selected contacts or prospects have been added.