Managing Account Lists
You can create, edit, or remove account lists in Engage.
Creating Account Lists
We have 4 different ways to create an account list:
Create Account List from Salesforce Report
Editing Account Lists
Clicking on an account list will allow you to:
- Rename the Account List
- Choose a different SFDC Report for it
- Add or remove accounts from a "static" list
- Set your account list to convert leads into contacts
Understand the List Type
SFDC Report - Based on a Salesforce Report of Accounts and updated nightly
SFDC Account View - Based on a Salesforce Account View and updated nightly
Static List - Manually selected list of accounts that doesn't change automatically, great for small, static subsets of accounts.
Dynamic List - dynamically generated list of accounts based on a set of criteria that is defined using Engagio Selectors.
Special - Includes lists automatically created by Engagio such as our defaults out of the box and the account lists we automatically create for account owners
Removing an Account List
Select the account list(s) you'd like to remove, then click the arrow next to "Create New" and select "Delete."
❗️ This is a GLOBAL delete, all users will be impacted if you delete an account list. We have this scary confirmation box to help make that clear: