Batchbook Knowledge Base Lists/ReportsWhat Lists are pre-defined in the account

What Lists are pre-defined in the account

Your account come pre-populated sample Lists to get you started. These lists are easily edited and deleted as necessary. You can also create new lists quickly based on the criteria that mosts usefulto your client.

Pre-Defined Lists

To find the Lists that were created for your account, click on the List icon in the header. You'll be brought quickly to the Lists created for your account. To understand what criteria the Lists is based on click the More button for that list.

Pre-Defined Lists

List Detail

Here you'll see more detail about the list you selected. in addition to the information available on the prior page, you;ll now see a Search List Results section that lets you sort the list as well as a list of the people on the list. To see how the list was created click on the Show Criteria button.

List Detail

List Criteria

The List Criteria will appear showing you exactly what the list was built on. You can edit this criteria as needed. Click Return to Results to see the list of contacts again.

List Criteria