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 Selection. The Save constituents to selection screen appears.
3. Enter a enter a name and description.
4. You can also choose to make the new selection available for use in Query Designer and to overwrite any existing selection that shares this selection name.
5. Click Save. The next time you visit Query, the new selection displays in the Constituent frame of the Selections tab.

 

 

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