Editing Target Lists (End User)

You can add and delete records from saved target lists.

To edit a target list

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

    To navigate to this view, you can click Save and Edit in the Save to List dialog box described in Step 4 in the topic Creating Target Lists by Querying (End User).

  2. Drill down on the List Name field for a target list record.

  3. Navigate to the appropriate view as described in the following table.

    If the Target List Contains... Then Use This View to Add or Delete from the List...

    Accounts

    Accounts

    Team members

    Positions

    Contacts

    All Contacts, My Contacts, or List Contacts and Prospects

    Note: The My Contacts view filters the list to show only your contacts.

    Employees

    Employees