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Tyler Van Eps ha fatto una domanda in #Sales Cloud

I am trying to create a list view with a group of hand-selected contacts. There is no filter that will capture this group of contacts, so I cannot use the filter function to create the list. 

 

When I view "all contacts," I am able to select the contacts I want with a check mark, but I don't see an option to add the selected contacts to a new list. Is there a way to add a selected group of contacts to a new list?

2 risposte
  1. 19 feb 2022, 19:04

    Hi @Tyler Van Eps, the only way to filter records for a listview is with help of any field. It's not possible to create a listview with selection.

     

    One workaround for this is to create a custom field (checkbox), let's say my selection, and make it true for those selected contacts and then you can filter records for listview with that custom field.

     

    I hope this resolves your issue. Please let me know for further assistance. Please mark it as the best answer if your issue gets resolved.

     

    Thanks

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