Add Prospects to a List from a Table View

You can add all prospects in a prospect list table view to a new or existing list.

Required Editions

User Permissions Needed
To add prospects to a list using table views: Account Engagement Administrator or Marketing role
  1. Open the Prospects page.
  2. Select a table view.
  3. Click Tools, then select Add to List.
  4. Choose to create a list or add prospects to an existing list.
  5. Click Save list.