Learn how to perform the following tasks on a research list:
Add members to the list
Edit the list configuration options
Generate a research list report
Delete the list
Copy selected list members to another list
Remove members
And much more!
Manually Add Members to a Research List
Copy List Members to a New or Existing Research List
Assign a Prospect Manager to a List
Enter Research Details for List Members
Access List Member Wealth Summary
Delete Members from a Research List