Displaying a Contact or Prospect List from the Lists View

The following procedure shows how to display a contact or prospect list from the Lists view.

To display a contact or prospect list from the Lists view

1. Navigate to the List Management screen, then the Lists view.

2. In the Lists list, select the list record.

3. Click the list name.

   The List Contacts and Prospects view appears. This view shows the contacts or prospects on the list you selected. If the Contact column is checked, then the person is a contact. In addition, the person’s name appears either in the Contact Last Name or Prospect Last Name column to further identify if the person is a contact or prospect.

4. Click the Last Name, and one of the following views appears:

   • If you clicked a Contact name, then the Contacts List view appears, with the Activities view tab selected.

   • If you clicked a Prospect name, then the Prospects view appears in the List Management screen, with the More Info view tab selected.