🔄 Steps to Add Contacts to a Dynamic Marketing List

Step 1: Create a Marketing List and set the List Type to Dynamic.

Step 2: Navigate to the Members tab.

Step 3: Click on Manage Members.

Step 4:

• Leave the Saved View field blank.
• Apply a custom filter to locate the desired contacts.
• Click Find.
• The resulting view will display only two columns: Full Name and Business Phone.

✏️ User Request

Users would like the default view to be customizable so they can:

• Clearly identify which contacts are being added.
• Confirm they are selecting the correct individuals.