Managing Lists with Query Builder Results
This guide provides instructions on how to seamlessly integrate Query Builder results with lists. Whether you want to add query results to an existing list or remove records from a list, follow these steps for efficient list management.
If you want to create a new list, please click on this link: How to Create a List
Add Query Results to a List:
Step 1. Navigate to Contacts-People/Companies
Step 2. Build your preferred query which provides you with all the records you wish to add to a list.
To learn How to Build a Query, click here.
Step 3. Click on the Query Builder drop-down.
Step 4. Click on Add/Remove List(s).
- Within this modal you can now choose whether you want to add these records to a list(s), or remove them.
- Your changes will be applied to your records when clicking on Submit.
If you choose to remove these records from a list and individual records are not on the list, these records will remain unchanged.