On the Advanced Search page, you can create a List of your search results in a few easy clicks. Let's review!
How to save search results as a List
Go to Advanced Search
Add your filters
Click the Actions button
Select Add to List
Name the List
Determine record limits
Hit Add to List
To only include specific rows, select the the check box next to the records you want to add and then select the Actions button and choose Add to List. You can also save an entire page by checking the Contact Name Box shown below.
Review all of you Lists in the Search tab under Lists!
You're all set!
Click here to learn about Saved Searches!
Reach out to your CSM if you have any questions via email or through the in app chat service.