Save segment prospects to a new or existing Research List

1. From the segmentation dashboard, open the segment page.

Note: For information about accessing a segment page, see Access Segmentation Page.

2. Click Save constituents and select Research List. The Save constituents to Research List screen appears.
3. To save the prospects to a new Research List, select Create a new Research List and enter a name and description.

To add the prospects to an existing Research List, select Add to existing Research List and click the binoculars in the Name field to search for the Research List you want to use.

4. Click Save.

 

 

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