Creating Rules-Based Lists of All Contact Records

Creating Continuous Lists

You can create a dynamic list that populates as leads enter your system. To create an inclusive continuous contact list, do the following:

1. Click Lists in the left toolbar.
   
   

    

2. Click + Add New List to create a list, or click     Settings >    Change List Settings to edit a rules-based list.
   
   

    

3. Configure an initial rule or create an additional rule.
   
   

    

4. Click the Lead category.
5. Click has the field.
   
   

    

6. Select Email from the When a contact has the field drop-down menu.
7. Enter @ in the Input email text box.
    
   Note: You will see an "Input must be a valid email address" error message, until you complete the next step.
8. Select included from the conditional drop-down menu.
9. Click Save.
   
   

    

Once the list has been generated, it will display all current list members, as well as contacts that have been excluded from list involvement.

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