Lists are a way for you define segments of accounts, people, and opportunities.

Click Create New to create a new List

The Create New List dialog will pop up

List name - Name of the new List

List Member type - A list can be based on Accounts, People, or Opportunities. This will determine the ultimate output of your Selector and the columns that will be available to display in the List preview. 

For instance, if I select "People" as the Member Type, I can still access Account, Opportunity, and Activity filters, but my list will always be a list of the qualified people based on those filters.

List Type - This is the source of the List

  • Dynamic - Use Engagio’s Selectors to define the criteria for the List members. The List will update and add/remove members automatically over time as your data changes. Lists are refreshed on the sync interval defined in the Data Synchronization page.

  • SFDC Report - Use an SFDC Report as the basis for your List. The List will update and add/remove members automatically over time as your data changes. Lists are refreshed on the sync interval defined in the Data Synchronization page.

  • SFDC View - List will include people who are visible in the SFDC View. The List will update and add/remove members automatically over time as your data changes. Lists are refreshed on the sync interval defined in the Data Synchronization page.

  • Static (Only for Account Lists) - Use this List Type to generate an initial list of Accounts who meet the criteria desired. Accounts can also be added/removed manually or through Taking Action. This list will NOT update automatically.

Visibility - Who can view the List

  • Public - Visible to everyone in your organization

  • Private - Visible only to the creator of the List and any Engagio users with an Admin role.

Learn more about visibility rules here.