How do I create lists, to save my search results?
In any section of karma, you may find that you want to save different lists. For example, if you have filters applied, so you don't have to re-apply those filters when you next need to pull that list of contacts. You may do this if you want to pull a list of all contacts labeled as "leads," for example.
CREATING A NEW LIST
- Click on the tab on the right that you would like to create a new list, if you're not there already.
- Using the filters box on the left side of the page, apply the necessary filters to narrow down the list.
- One you have the filters applied, click "Copy to New List" in the yellow bar that's appeared above the list and give your list a name.
- Moving forward, you can access this new list by going into the tab, clicking the list name above the filter set, and clicking the name of the new list in the drop down menu.